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Windward Private Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Windward Private Wealth Management’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,155
Closed -$286K – 49
2023
Q4 		$286K Buy
+11,155
New +$274K 0.12% 41
2022
Q4 		– Sell
-15,449
Closed -$385K – 48
2022
Q3 		$385K Buy
+15,449
New +$405K 0.19% 39
2022
Q1 		– Sell
-9,935
Closed -$294K – 49
2021
Q4 		$294K Hold
9,935
– – 0.11% 43
2021
Q3 		$297K Hold
9,935
– – 0.12% 43
2021
Q2 		$298K Hold
9,935
– – 0.12% 44
2021
Q1 		$295K Buy
+9,935
New +$300K 0.13% 42

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RIG
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State Street
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PAG
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GI
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