Waller Financial Planning Group’s 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
Q3 | $23.3M | Buy |
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|
2025
Q2 | $22.4M | Buy |
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|
2025
Q1 | $22M | Sell |
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|
2024
Q4 | $23.2M | Buy |
|
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|
2024
Q3 | $24.2M | Buy |
|
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|
2024
Q2 | $23M | Buy |
|
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|
2024
Q1 | $23.1M | Sell |
|
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|
2023
Q4 | $23.4M | Sell |
|
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|
2023
Q3 | $22.8M | Buy |
|
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|
2023
Q2 | $23.5M | Sell |
|
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|
2023
Q1 | $24M | Buy |
|
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|
2022
Q4 | $16.7M | Sell |
|
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|
2022
Q3 | $18.4M | Sell |
|
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|
2022
Q2 | $21.4M | Sell |
|
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|
2022
Q1 | $37.8M | Sell |
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|
2021
Q4 | $42.9M | Buy |
|
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|
2021
Q3 | $43.2M | Buy |
|
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|
2021
Q2 | $42.1M | Buy |
|
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|
2021
Q1 | $40.1M | Buy |
|
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|
2020
Q4 | $34.7M | Buy |
|
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|
2020
Q3 | $26.6M | Buy |
|
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|
2020
Q2 | $24.6M | Buy |
|
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|
2020
Q1 | $11.4M | Buy |
|
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|
2019
Q4 | $9.01M | Buy |
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|
2019
Q3 | $9.01M | Buy |
|
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|
2019
Q2 | $8.37M | Buy |
|
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|
2019
Q1 | $7.51M | Buy |
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|
2018
Q4 | $6.78M | Buy |
|