Ownership history in Melone Private Wealth, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Melone Private Wealth, LLC reported a position in SPDR PORTFOLIO AGGREGATE BOND ETF (SPAB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 250,757 | +47,577 | +23.4% | 2.74% | $6.5M | $25.59 |
| 2025 Q3 | REDUCED | 203,180 | -8,106 | -3.8% | 2.38% | $5.3M | $25.34 |
| 2025 Q2 | REDUCED | 211,286 | -1,782 | -0.8% | 2.76% | $5.4M | $24.85 |
| 2025 Q1 | ADDED | 213,068 | +2,029 | +1.0% | 2.85% | $5.4M | $24.55 |
| 2024 Q4 | REDUCED | 211,039 | -238,364 | -53.0% | 2.73% | $5.3M | $23.86 |
| 2024 Q3 | ADDED | 449,403 | +23,451 | +5.5% | 6.24% | $11.7M | $24.64 |
| 2024 Q2 | ADDED | 425,952 | +125 | +0.0% | 6.33% | $10.7M | $23.42 |
| 2024 Q1 | REDUCED | 425,827 | -5,301 | -1.2% | 6.46% | $10.8M | $23.38 |
| 2023 Q4 | ADDED | 431,128 | +55,573 | +14.8% | 7.04% | $11.1M | $23.56 |
| 2023 Q3 | ADDED | 375,555 | +17,085 | +4.8% | 6.54% | $9.1M | $22.09 |
As of 2025 Q4 — sorted by position size