WealthPlan Investment Management’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 | $20.8M | Buy |
812,905
+42,188
| +5% | +$1.08M | 1.52% | 10 |
|
|
2025
Q1 | $19.7M | Buy |
770,717
+21,024
| +3% | +$537K | 1.94% | 4 |
|
|
2024
Q4 | $18.7M | Buy |
749,693
+82,167
| +12% | +$2.05M | 1.85% | 7 |
|
|
2024
Q3 | $17.4M | Buy |
+667,526
| New | +$17.4M | 1.77% | 5 |
|
|
2023
Q1 | – | Sell |
-530,245
| Closed | -$13.5M | – | 552 |
|
|
2022
Q4 | $13.5M | Buy |
530,245
+5,479
| +1% | +$140K | 0.95% | 39 |
|
|
2022
Q3 | $13.5M | Buy |
+524,766
| New | +$13.5M | 0.99% | 37 |
|
|
2022
Q1 | $14.3M | Buy |
+537,609
| New | +$14.3M | 1% | 31 |
|