Strategic Wealth Partners’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
+68,950
| New | +$1.77M | 0.14% | 112 |
|
|
2024
Q4 | $1.76M | Buy |
69,875
+277
| +0.4% | +$6.96K | 0.15% | 109 |
|
|
2024
Q3 | $1.82M | Buy |
69,598
+9,750
| +16% | +$255K | 0.17% | 104 |
|
|
2024
Q2 | $1.5M | Sell |
59,848
-860
| -1% | -$21.6K | 0.16% | 104 |
|
|
2024
Q1 | $1.53M | Buy |
60,708
+1,991
| +3% | +$50.3K | 0.17% | 103 |
|
|
2023
Q4 | $1.51M | Buy |
58,717
+2,157
| +4% | +$55.3K | 0.19% | 99 |
|
|
2023
Q3 | $1.38M | Buy |
56,560
+8,743
| +18% | +$213K | 0.18% | 133 |
|
|
2023
Q2 | $1.21M | Buy |
47,817
+2,377
| +5% | +$60.3K | 0.16% | 141 |
|
|
2023
Q1 | $1.17M | Buy |
45,440
+13,515
| +42% | +$349K | 0.18% | 121 |
|
|
2022
Q4 | $802K | Sell |
31,925
-3,094
| -9% | -$77.8K | 0.15% | 138 |
|
|
2022
Q3 | $874K | Buy |
35,019
+7,234
| +26% | +$180K | 0.19% | 134 |
|
|
2022
Q2 | $732K | Sell |
27,785
-827
| -3% | -$21.8K | 0.16% | 140 |
|
|
2022
Q1 | $795K | Sell |
28,612
-11,299
| -28% | -$314K | 0.16% | 145 |
|
|
2021
Q4 | $1.18M | Buy |
39,911
+16,439
| +70% | +$487K | 0.22% | 129 |
|
|
2021
Q3 | $701K | Sell |
23,472
-5,391
| -19% | -$161K | 0.21% | 132 |
|
|
2021
Q2 | $866K | Sell |
28,863
-385
| -1% | -$11.6K | 0.28% | 95 |
|
|
2021
Q1 | $867K | Buy |
29,248
+662
| +2% | +$19.6K | 0.35% | 74 |
|
|
2020
Q4 | $880K | Buy |
28,586
+2,431
| +9% | +$74.8K | 0.37% | 70 |
|
|
2020
Q3 | $806K | Sell |
26,155
-43,996
| -63% | -$1.36M | 0.41% | 68 |
|
|
2020
Q2 | $2.17M | Sell |
70,151
-11,240
| -14% | -$347K | 1.12% | 18 |
|
|
2020
Q1 | $2.39M | Hold |
81,391
| – | – | 1.25% | 15 |
|
|
2019
Q4 | $2.39M | Buy |
81,391
+40,754
| +100% | +$1.2M | 1.24% | 15 |
|
|
2019
Q3 | $1.2K | Buy |
40,637
+21,750
| +115% | +$643 | 0.01% | 203 |
|
|
2019
Q2 | $550K | Buy |
18,887
+6,194
| +49% | +$180K | 0.27% | 90 |
|
|
2019
Q1 | $360K | Buy |
12,693
+6,160
| +94% | +$175K | 0.17% | 116 |
|
|
2018
Q4 | $185K | Sell |
6,533
-35,335
| -84% | -$1M | 0.09% | 139 |
|
|
2018
Q3 | $1.16M | Buy |
41,868
+315
| +0.8% | +$8.73K | 0.62% | 51 |
|
|
2018
Q2 | $1.16M | Buy |
41,553
+9,706
| +30% | +$271K | 0.67% | 37 |
|
|
2018
Q1 | $897K | Buy |
31,847
+31,085
| +4,079% | +$876K | 0.46% | 75 |
|
|
2017
Q4 | $22K | Buy |
+762
| New | +$22K | 0.01% | 323 |
|