WWA
WCG Wealth Advisors’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 | $587K | Sell |
22,921
-388,442
| -94% | -$9.94M | 0.04% | 274 |
|
|
2025
Q1 | $10.5M | Sell |
411,363
-57,800
| -12% | -$1.48M | 0.8% | 35 |
|
|
2024
Q4 | $11.7M | Buy |
469,163
+8,995
| +2% | +$225K | 0.77% | 37 |
|
|
2024
Q3 | $12M | Sell |
460,168
-69,414
| -13% | -$1.81M | 0.81% | 34 |
|
|
2024
Q2 | $13.3M | Buy |
529,582
+51,765
| +11% | +$1.3M | 0.98% | 26 |
|
|
2024
Q1 | $12.1M | Sell |
477,817
-28,055
| -6% | -$709K | 1.01% | 27 |
|
|
2023
Q4 | $13M | Sell |
505,872
-57,473
| -10% | -$1.47M | 0.95% | 31 |
|
|
2023
Q3 | $13.9M | Sell |
563,345
-129,363
| -19% | -$3.19M | 1.02% | 26 |
|
|
2023
Q2 | $17.6M | Buy |
692,708
+40,470
| +6% | +$1.03M | 2.05% | 12 |
|
|
2023
Q1 | $16.8M | Sell |
652,238
-2,208
| -0.3% | -$56.9K | 2.16% | 10 |
|
|
2022
Q4 | $16.4M | Buy |
654,446
+59,584
| +10% | +$1.5M | 2.26% | 10 |
|
|
2022
Q3 | $16.3M | Sell |
594,862
-33,832
| -5% | -$926K | 2.15% | 11 |
|
|
2022
Q2 | $16.6M | Buy |
+628,694
| New | +$16.6M | 2.3% | 11 |
|