UWM
USAdvisors 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 | $1.77M | Buy |
69,317
+1,263
| +2% | +$32.3K | 0.66% | 39 |
|
|
2025
Q1 | $1.74M | Sell |
68,054
-27,446
| -29% | -$701K | 0.61% | 42 |
|
|
2024
Q4 | $2.39M | Sell |
95,500
-50,545
| -35% | -$1.26M | 0.78% | 35 |
|
|
2024
Q3 | $3.83M | Sell |
146,045
-19,866
| -12% | -$521K | 1.34% | 26 |
|
|
2024
Q2 | $4.16M | Buy |
165,911
+5,237
| +3% | +$131K | 1.46% | 22 |
|
|
2024
Q1 | $4.07M | Buy |
160,674
+22,568
| +16% | +$572K | 1.54% | 22 |
|
|
2023
Q4 | $3.54M | Sell |
138,106
-176,897
| -56% | -$4.54M | 1.47% | 23 |
|
|
2023
Q3 | $7.67M | Buy |
315,003
+10,043
| +3% | +$244K | 3.42% | 3 |
|
|
2023
Q2 | $7.7M | Buy |
304,960
+5,225
| +2% | +$132K | 3.65% | 3 |
|
|
2023
Q1 | $7.73M | Buy |
299,735
+16,944
| +6% | +$437K | 3.68% | 3 |
|
|
2022
Q4 | $7.11M | Buy |
282,791
+3,398
| +1% | +$85.4K | 3.44% | 4 |
|
|
2022
Q3 | $6.97M | Buy |
279,393
+5,940
| +2% | +$148K | 3.57% | 3 |
|
|
2022
Q2 | $7.21M | Sell |
273,453
-5,241
| -2% | -$138K | 3.61% | 3 |
|
|
2022
Q1 | $7.75M | Buy |
278,694
+22,941
| +9% | +$638K | 3.31% | 6 |
|
|
2021
Q4 | $7.58M | Buy |
255,753
+10,897
| +4% | +$323K | 3.08% | 9 |
|
|
2021
Q3 | $7.31M | Buy |
244,856
+11,745
| +5% | +$351K | 3.16% | 10 |
|
|
2021
Q2 | $7M | Buy |
233,111
+47,647
| +26% | +$1.43M | 3.8% | 5 |
|
|
2021
Q1 | $5.5M | Buy |
185,464
+80,784
| +77% | +$2.4M | 2.66% | 14 |
|
|
2020
Q4 | $3.22M | Buy |
+104,680
| New | +$3.22M | 1.55% | 20 |
|