Falcon Wealth Planning Spdr Portfolio Aggregate Bond Transaction History

Falcon Wealth Planning

  • $1 Billion
  • Q3 2025

A detailed history of Falcon Wealth Planning transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Falcon Wealth Planning holds 31,408 shares of SPAB stock, worth $810,012. This represents 0.08% of its overall portfolio holdings.

Number of Shares
31,408
Previous 32,455 3.23%
Holding current value
$810,012
Previous $830,000 2.29%
% of portfolio
0.08%
Previous 0.09%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
SELL
$25.21 - $25.99 $26,394 - $27,211
-1,047 Reduced 3.23%
31,408 $811,000
Q2 2025

Jul 16, 2025
SELL
$24.98 - $25.66 $62,200 - $63,893
-2,490 Reduced 7.13%
32,455 $830,000
Q1 2025

Apr 24, 2025
SELL
$24.73 - $25.62 $76,440 - $79,191
-3,091 Reduced 8.13%
34,945 $892,000
Q4 2024

Jan 22, 2025
BUY
$24.94 - $26.14 $522,892 - $548,051
20,966 Added 122.82%
38,036 $950,000
Q3 2024

Oct 30, 2024
SELL
$24.86 - $26.33 $55,487 - $58,768
-2,232 Reduced 11.56%
17,070 $446,000
Q2 2024

Jul 16, 2024
SELL
$24.54 - $25.28 $355,903 - $366,635
-14,503 Reduced 42.9%
19,302 $484,000
Q1 2024

Apr 15, 2024
SELL
$24.99 - $25.67 $56,002 - $57,526
-2,241 Reduced 6.22%
33,805 $854,000
Q4 2023

Jan 10, 2024
BUY
$23.71 - $25.74 $477,614 - $518,506
20,144 Added 126.68%
36,046 $924,000
Q3 2023

Oct 05, 2023
BUY
$24.28 - $25.47 $135,798 - $142,453
5,593 Added 54.25%
15,902 $387,000
Q1 2023

May 15, 2023
SELL
$24.92 - $26.08 $42,264 - $44,231
-1,696 Reduced 14.13%
10,309 $265,000
Q4 2022

Jan 20, 2023
SELL
$24.25 - $25.85 $44,013 - $46,917
-1,815 Reduced 13.13%
12,005 $0
Q3 2022

Nov 10, 2022
SELL
$24.75 - $27.0 $198,891 - $216,972
-8,036 Reduced 36.77%
13,820 $345,000
Q2 2022

Jul 20, 2022
BUY
$25.67 - $27.71 $561,043 - $605,629
21,856 New
21,856 $576,000

Others Institutions Holding SPAB

# of Institutions
547
Shares Held
282M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO AGGREGATE BOND

SPAB Quotes by TradingView
  • Ticker SPAB
  • Sector ETFs
  • Industry ETFs
More about SPAB
Track This Portfolio

Track Falcon Wealth Planning Portfolio

Follow Falcon Wealth Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Falcon Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Falcon Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email