TWM
Tolleson Wealth Management’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Hold |
10,180
| – | – | 0.04% | 78 |
|
|
2025
Q1 | $260K | Hold |
10,180
| – | – | 0.05% | 79 |
|
|
2024
Q4 | $254K | Hold |
10,180
| – | – | 0.05% | 94 |
|
|
2024
Q3 | $266K | Hold |
10,180
| – | – | 0.05% | 73 |
|
|
2024
Q2 | $255K | Hold |
10,180
| – | – | 0.05% | 72 |
|
|
2024
Q1 | $257K | Sell |
10,180
-6,141
| -38% | -$155K | 0.05% | 73 |
|
|
2023
Q4 | $418K | Buy |
16,321
+6,141
| +60% | +$157K | 0.09% | 63 |
|
|
2023
Q3 | $248K | Hold |
10,180
| – | – | 0.06% | 71 |
|
|
2023
Q2 | $258K | Hold |
10,180
| – | – | 0.06% | 72 |
|
|
2023
Q1 | $263K | Sell |
10,180
-4,436
| -30% | -$115K | 0.07% | 68 |
|
|
2022
Q4 | $367K | Sell |
14,616
-10,352
| -41% | -$260K | 0.1% | 63 |
|
|
2022
Q3 | $623K | Hold |
24,968
| – | – | 0.19% | 49 |
|
|
2022
Q2 | $658K | Buy |
+24,968
| New | +$658K | 0.19% | 50 |
|