WFAG
Worth Financial Advisory Group’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 | – | Sell |
-28,165
| Closed | -$719K | – | 167 |
|
|
2025
Q1 | $719K | Buy |
28,165
+49
| +0.2% | +$1.25K | 0.46% | 53 |
|
|
2024
Q4 | $703K | Buy |
28,116
+7,293
| +35% | +$182K | 0.43% | 59 |
|
|
2024
Q3 | $544K | Buy |
20,823
+6,415
| +45% | +$168K | 0.32% | 73 |
|
|
2024
Q2 | $361K | Sell |
14,408
-958
| -6% | -$24K | 0.24% | 97 |
|
|
2024
Q1 | $388K | Sell |
15,366
-1,292
| -8% | -$32.7K | 0.27% | 91 |
|
|
2023
Q4 | $427K | Buy |
16,658
+1,352
| +9% | +$34.7K | 0.34% | 81 |
|
|
2023
Q3 | $373K | Sell |
15,306
-13
| -0.1% | -$316 | 0.34% | 83 |
|
|
2023
Q2 | $389K | Sell |
15,319
-13
| -0.1% | -$330 | 0.36% | 77 |
|
|
2023
Q1 | $395K | Buy |
15,332
+3,469
| +29% | +$89.5K | 0.38% | 71 |
|
|
2022
Q4 | $298K | Buy |
+11,863
| New | +$298K | 0.35% | 77 |
|