WAP
Wealthcare Advisory Partners’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 | $61.1M | Buy |
2,385,485
+161,631
| +7% | +$4.14M | 1.39% | 9 |
|
|
2025
Q1 | $56.8M | Sell |
2,223,854
-184,771
| -8% | -$4.72M | 1.52% | 8 |
|
|
2024
Q4 | $60.2M | Buy |
2,408,625
+185,641
| +8% | +$4.64M | 1.67% | 8 |
|
|
2024
Q3 | $58.1M | Buy |
2,222,984
+149,083
| +7% | +$3.9M | 1.66% | 7 |
|
|
2024
Q2 | $52M | Buy |
2,073,901
+126,511
| +6% | +$3.17M | 1.63% | 8 |
|
|
2024
Q1 | $49.2M | Buy |
1,947,390
+178,031
| +10% | +$4.5M | 1.61% | 8 |
|
|
2023
Q4 | $45.4M | Buy |
1,769,359
+75,228
| +4% | +$1.93M | 1.8% | 6 |
|
|
2023
Q3 | $41.2M | Buy |
1,694,131
+220,787
| +15% | +$5.37M | 1.89% | 8 |
|
|
2023
Q2 | $37.4M | Buy |
1,473,344
+546,027
| +59% | +$13.9M | 1.67% | 8 |
|
|
2023
Q1 | $23.9M | Buy |
927,317
+72,528
| +8% | +$1.87M | 1.03% | 18 |
|
|
2022
Q4 | $21.5M | Sell |
854,789
-6,917
| -0.8% | -$174K | 1.03% | 20 |
|
|
2022
Q3 | $21.5M | Buy |
861,706
+155,479
| +22% | +$3.88M | 1.23% | 16 |
|
|
2022
Q2 | $18.6M | Buy |
706,227
+10,743
| +2% | +$283K | 1.13% | 20 |
|
|
2022
Q1 | $19.3M | Buy |
695,484
+26,989
| +4% | +$750K | 1.17% | 20 |
|
|
2021
Q4 | $19.8M | Sell |
668,495
-374,368
| -36% | -$11.1M | 1.18% | 19 |
|
|
2021
Q3 | $31.1M | Buy |
1,042,863
+62,940
| +6% | +$1.88M | 2.04% | 10 |
|
|
2021
Q2 | $29.4M | Buy |
979,923
+66,062
| +7% | +$1.98M | 1.97% | 11 |
|
|
2021
Q1 | $27.1M | Buy |
913,861
+119,944
| +15% | +$3.56M | 1.96% | 11 |
|
|
2020
Q4 | $24.4M | Buy |
793,917
+104,010
| +15% | +$3.2M | 2.17% | 11 |
|
|
2020
Q3 | $21.3M | Buy |
689,907
+82,651
| +14% | +$2.55M | 2.33% | 11 |
|
|
2020
Q2 | $18.7M | Buy |
607,256
+67,824
| +13% | +$2.09M | 2.34% | 11 |
|
|
2020
Q1 | $16.3M | Buy |
+539,432
| New | +$16.3M | 2.39% | 12 |
|