United Capital Financial Advisors’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 | $8.41M | Sell |
328,510
-29,892
| -8% | -$765K | 0.07% | 218 |
|
|
2025
Q1 | $9.15M | Buy |
358,402
+802
| +0.2% | +$20.5K | 0.08% | 193 |
|
|
2024
Q4 | $8.94M | Sell |
357,600
-36,290
| -9% | -$907K | 0.08% | 196 |
|
|
2024
Q3 | $10.3M | Sell |
393,890
-16,175
| -4% | -$423K | 0.08% | 181 |
|
|
2024
Q2 | $10.3M | Sell |
410,065
-3,050
| -0.7% | -$76.5K | 0.09% | 173 |
|
|
2024
Q1 | $10.4M | Sell |
413,115
-43,345
| -9% | -$1.1M | 0.09% | 180 |
|
|
2023
Q4 | $11.7M | Sell |
456,460
-20,655
| -4% | -$530K | 0.1% | 173 |
|
|
2023
Q3 | $11.6M | Sell |
477,115
-4,295
| -0.9% | -$105K | 0.08% | 212 |
|
|
2023
Q2 | $12.2M | Sell |
481,410
-516
| -0.1% | -$13.1K | 0.07% | 215 |
|
|
2023
Q1 | $12.4M | Buy |
481,926
+786
| +0.2% | +$20.3K | 0.07% | 213 |
|
|
2022
Q4 | $12.1M | Sell |
481,140
-83,545
| -15% | -$2.1M | 0.07% | 226 |
|
|
2022
Q3 | $14.1M | Sell |
564,685
-199,130
| -26% | -$4.97M | 0.08% | 204 |
|
|
2022
Q2 | $20.1M | Buy |
763,815
+6,678
| +0.9% | +$176K | 0.11% | 176 |
|
|
2022
Q1 | $21M | Buy |
757,137
+3,738
| +0.5% | +$104K | 0.1% | 182 |
|
|
2021
Q4 | $22.3M | Buy |
753,399
+23,266
| +3% | +$689K | 0.1% | 187 |
|
|
2021
Q3 | $21.8M | Buy |
730,133
+41,772
| +6% | +$1.25M | 0.11% | 182 |
|
|
2021
Q2 | $20.7M | Sell |
688,361
-228
| -0% | -$6.84K | 0.1% | 187 |
|
|
2021
Q1 | $20.4M | Sell |
688,589
-76,428
| -10% | -$2.27M | 0.11% | 176 |
|
|
2020
Q4 | $23.6M | Sell |
765,017
-149,498
| -16% | -$4.6M | 0.14% | 161 |
|
|
2020
Q3 | $28.2M | Buy |
914,515
+65,309
| +8% | +$2.01M | 0.18% | 119 |
|
|
2020
Q2 | $26.2M | Sell |
849,206
-37,762
| -4% | -$1.17M | 0.19% | 116 |
|
|
2020
Q1 | $26.8M | Buy |
886,968
+8,375
| +1% | +$253K | 0.22% | 98 |
|
|
2019
Q4 | $25.8M | Buy |
878,593
+133,893
| +18% | +$3.93M | 0.17% | 139 |
|
|
2019
Q3 | $22.1M | Buy |
744,700
+261,192
| +54% | +$7.74M | 0.15% | 153 |
|
|
2019
Q2 | $14.1M | Buy |
483,508
+222,035
| +85% | +$6.48M | 0.09% | 238 |
|
|
2019
Q1 | $7.46M | Buy |
261,473
+213,480
| +445% | +$6.09M | 0.05% | 333 |
|
|
2018
Q4 | $1.34M | Buy |
+47,993
| New | +$1.34M | 0.01% | 644 |
|
|
2018
Q2 | – | Sell |
-8,053
| Closed | -$227K | – | 1358 |
|
|
2018
Q1 | $227K | Sell |
8,053
-7,591
| -49% | -$214K | ﹤0.01% | 1196 |
|
|
2017
Q4 | $450K | Sell |
15,644
-11,054
| -41% | -$318K | ﹤0.01% | 985 |
|
|
2017
Q3 | $770K | Sell |
26,698
-23,580
| -47% | -$680K | 0.01% | 840 |
|
|
2017
Q2 | $1.45M | Sell |
50,278
-4,104
| -8% | -$118K | 0.01% | 660 |
|
|
2017
Q1 | $1.55M | Buy |
+54,382
| New | +$1.55M | 0.01% | 627 |
|
|
2016
Q4 | – | Sell |
-10,732
| Closed | -$318K | – | 1319 |
|
|
2016
Q3 | $318K | Sell |
10,732
-186
| -2% | -$5.51K | ﹤0.01% | 1058 |
|
|
2016
Q2 | $322K | Buy |
+10,918
| New | +$322K | ﹤0.01% | 1016 |
|