Syverson Strege & Co’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
2025 Q4	–	Sell	-9,820	Closed	-$254K	–	177
2025 Q3	$254K	Hold	9,820	–	–	0.06%	135
2025 Q2	$251K	Hold	9,820	–	–	0.06%	137
2025 Q1	$251K	Buy	9,820 +65	+0.7%	+$1.64K	0.08%	67
2024 Q4	$244K	Buy	9,755 +124	+1%	+$3.15K	0.08%	68
2024 Q3	$252K	Buy	9,631 +91	+1%	+$2.34K	0.08%	56
2024 Q2	$239K	Buy	9,540 +91	+1%	+$2.27K	0.08%	67
2024 Q1	$239K	Buy	9,449 +57	+0.6%	+$1.44K	0.09%	63
2023 Q4	$241K	Buy	9,392 +116	+1%	+$2.85K	0.09%	61
2023 Q3	$226K	Sell	9,276 -12,625	-58%	-$315K	0.1%	53
2023 Q2	$556K	Buy	21,901 +74	+0.3%	+$1.89K	0.24%	29
2023 Q1	$563K	Buy	21,827 +46	+0.2%	+$1.18K	0.24%	32
2022 Q4	$547K	Buy	21,781 +25	+0.1%	+$626	0.25%	33
2022 Q3	$543K	Sell	21,756 -16,411	-43%	-$430K	0.28%	31
2022 Q2	$1.01M	Buy	38,167 +146	+0.4%	+$3.89K	0.37%	26
2022 Q1	$1.06M	Buy	38,021 +87	+0.2%	+$2.49K	1.15%	16
2021 Q4	$1.12M	Buy	37,934 +169	+0.4%	+$5.03K	0.83%	20
2021 Q3	$1.13M	Buy	37,765 +127	+0.3%	+$3.83K	0.9%	18
2021 Q2	$1.13M	Buy	37,638 +135	+0.4%	+$4.03K	1.01%	16
2021 Q1	$1.11M	Buy	37,503 +89	+0.2%	+$2.69K	1.16%	15
2020 Q4	$1.15M	Buy	+37,414	New	+$1.15M	1.1%	15