Strategic Wealth Investment Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9,399	Closed	-$242K	–	98
2025 Q4	$242K	Sell	9,399 -25	-0.3%	-$647	0.03%	86
2025 Q3	$244K	Buy	+9,424	New	+$241K	0.02%	114
2025 Q1	–	Sell	-10,009	Closed	-$250K	–	100
2024 Q4	$250K	Buy	10,009 +132	+1%	+$3.36K	0.03%	122
2024 Q3	$258K	Sell	9,877 -333	-3%	-$8.58K	0.03%	117
2024 Q2	$254K	Buy	+10,210	New	+$254K	0.03%	116
2023 Q4	$334K	Sell	13,042 -97	-0.7%	-$2.39K	0.05%	98
2023 Q3	$320K	Sell	13,139 -1,358	-9%	-$33.8K	0.06%	83
2023 Q2	$368K	Sell	14,497 -2,524	-15%	-$64.6K	0.06%	94
2023 Q1	$439K	Sell	17,021 -3,020	-15%	-$77.3K	0.08%	89
2022 Q4	$522K	Hold	20,041	–	–	0.12%	70
2022 Q3	$500K	Sell	20,041 -12,376	-38%	-$324K	0.14%	65
2022 Q2	$854K	Buy	32,417 +18,763	+137%	+$500K	0.21%	76
2022 Q1	$379K	Buy	+13,654	New	+$390K	0.09%	69