Bull Oak Capital, LLC Spdr Portfolio Aggregate Bond Transaction History

Bull Oak Capital, LLC

$172 Million
Q3 2024

A detailed history of Bull Oak Capital, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Bull Oak Capital, LLC holds 649,422 shares of SPAB stock, worth $16.4 Million. This represents 9.89% of its overall portfolio holdings.

Number of Shares

649,422

Previous 415,381 56.34%

Holding current value

$16.4 Million

Previous $10.4 Million 62.89%

% of portfolio

9.89%

Previous 8.92%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$24.86 - $26.33 $5.82 Million - $6.16 Million	234,041 Added 56.34%	649,422 $17 Million
Q2 2024 Jul 18, 2024	SELL	$24.54 - $25.28 $2.77 Million - $2.86 Million	-112,959 Reduced 21.38%	415,381 $10.4 Million
Q1 2024 Apr 11, 2024	BUY	$24.99 - $25.67 $8.35 Million - $8.58 Million	334,226 Added 172.18%	528,340 $13.4 Million
Q4 2023 Jan 29, 2024	SELL	$23.71 - $25.74 $7.55 Million - $8.19 Million	-318,297 Reduced 62.12%	194,114 $4.98 Million
Q3 2023 Nov 01, 2023	BUY	$24.28 - $25.47 $12.4 Million - $13.1 Million	512,411 New	512,411 $12.5 Million
Q4 2022 Jan 13, 2023	BUY	$24.25 - $25.85 $10.8 Million - $11.5 Million	444,647 New	444,647 $0
Q2 2022 Oct 04, 2022	SELL	$25.67 - $27.71 $6.13 Million - $6.61 Million	-238,642 Closed	0 $0
Q1 2022 Oct 04, 2022	BUY	$27.54 - $29.46 $1.4 Million - $1.5 Million	50,859 Added 27.08%	238,642 $6.63 Million
Q4 2021 Sep 28, 2022	BUY	$29.5 - $29.98 $5.54 Million - $5.63 Million	187,783 New	187,783 $5.56 Million

Others Institutions Holding SPAB

# of Institutions

490

Shares Held

243M

Call Options Held

300

Put Options Held

View Full List

About SPDR PORTFOLIO AGGREGATE BOND

Ticker SPAB
Sector ETFs
Industry ETFs

More about SPAB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bull Oak Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bull Oak Capital, LLC with notifications on news.

Account

Bull Oak Capital, LLC Spdr Portfolio Aggregate Bond Transaction History