Number of Shares
573,602.00
Current Holdings Value*
$14.68 Mil
% of Portfolio
3.72%
Total Estimate Gain
$-1.50 Mil
% of Total Estimate Gain
-3.06%

Stewardship Advisors, LLC's SPDR Portfolio Aggregate Bond ETF Holding Summary

As of 2025-06-30, Stewardship Advisors, LLC held 573,602.00 shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $14.68 Mil. This investment constitutes 3.72% of their stock portfolio, and Stewardship Advisors, LLC now holds 0.17% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.

The initial trade took place in 2019Q4. And since then Stewardship Advisors, LLC has made 15 purchases of SPAB, at an average price of $28.29, for a total of 1.73 Mil shares. In addition, there have been 6 sales at an average price of $28.42 for 1.16 Mil shares. Based on historical transaction data and SPAB's current price of $25.43, Stewardship Advisors, LLC's estimated gain on his SPAB holdings is $-1.50 Mil, reflecting a -3.06% gain to date.

Stewardship Advisors, LLC SPAB ($25.43) Holding Chart

Stewardship Advisors, LLC SPAB ($25.43) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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