Winch Advisory Services’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 | $1.75M | Sell |
68,310
-3,114
| -4% | -$79.7K | 0.43% | 34 |
|
|
2025
Q1 | $1.82M | Buy |
71,424
+4,786
| +7% | +$122K | 0.48% | 32 |
|
|
2024
Q4 | $1.67M | Buy |
66,638
+7,542
| +13% | +$188K | 0.43% | 35 |
|
|
2024
Q3 | $1.54M | Buy |
59,096
+2,387
| +4% | +$62.4K | 0.43% | 33 |
|
|
2024
Q2 | $1.42M | Buy |
56,709
+7,970
| +16% | +$200K | 0.41% | 35 |
|
|
2024
Q1 | $1.23M | Buy |
48,739
+16,030
| +49% | +$405K | 0.38% | 37 |
|
|
2023
Q4 | $839K | Buy |
32,709
+2,269
| +7% | +$58.2K | 0.28% | 47 |
|
|
2023
Q3 | $741K | Buy |
30,440
+1,817
| +6% | +$44.2K | 0.27% | 46 |
|
|
2023
Q2 | $726K | Buy |
28,623
+858
| +3% | +$21.8K | 0.26% | 47 |
|
|
2023
Q1 | $716K | Buy |
27,765
+1,254
| +5% | +$32.3K | 0.28% | 48 |
|
|
2022
Q4 | $666K | Buy |
26,511
+4,051
| +18% | +$102K | 0.28% | 46 |
|
|
2022
Q3 | $560K | Buy |
22,460
+863
| +4% | +$21.5K | 0.24% | 47 |
|
|
2022
Q2 | $569K | Sell |
21,597
-6,967
| -24% | -$184K | 0.23% | 48 |
|
|
2022
Q1 | $794K | Sell |
28,564
-1,101
| -4% | -$30.6K | 0.28% | 46 |
|
|
2021
Q4 | $879K | Sell |
29,665
-269
| -0.9% | -$7.97K | 0.29% | 44 |
|
|
2021
Q3 | $894K | Sell |
29,934
-480
| -2% | -$14.3K | 0.31% | 42 |
|
|
2021
Q2 | $913K | Sell |
30,414
-3,086
| -9% | -$92.6K | 0.33% | 42 |
|
|
2021
Q1 | $993K | Sell |
33,500
-743
| -2% | -$22K | 0.4% | 42 |
|
|
2020
Q4 | $1.05M | Sell |
34,243
-899
| -3% | -$27.7K | 0.44% | 37 |
|
|
2020
Q3 | $1.08M | Buy |
35,142
+3,674
| +12% | +$113K | 0.46% | 32 |
|
|
2020
Q2 | $971K | Buy |
31,468
+92
| +0.3% | +$2.84K | 0.46% | 31 |
|
|
2020
Q1 | $948K | Buy |
31,376
+4,078
| +15% | +$123K | 0.47% | 28 |
|
|
2019
Q4 | $802K | Buy |
27,298
+23,833
| +688% | +$700K | 0.38% | 35 |
|
|
2019
Q3 | $103K | Buy |
+3,465
| New | +$103K | 0.05% | 75 |
|