Marcum Wealth, LLC Spdr Portfolio Aggregate Bond Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Marcum Wealth, LLC holds 38,273 shares of SPAB stock, worth $987,060. This represents 0.09% of its overall portfolio holdings.

Number of Shares
38,273
Previous 38,273 -0.0%
Holding current value
$987,060
Previous $956,000 1.99%
% of portfolio
0.09%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$24.86 - $26.33 $44,176 - $46,788
-1,777 Reduced 4.44%
38,273 $1 Million
Q2 2024

Jul 02, 2024
SELL
$24.54 - $25.28 $95,534 - $98,415
-3,893 Reduced 8.86%
40,050 $1 Million
Q1 2024

Apr 10, 2024
BUY
$24.99 - $25.67 $1.1 Million - $1.13 Million
43,943 New
43,943 $1.11 Million
Q1 2023

Apr 19, 2023
SELL
$24.92 - $26.08 $24,994 - $26,158
-1,003 Reduced 7.33%
12,678 $326,000
Q4 2022

Jan 12, 2023
SELL
$24.25 - $25.85 $101,195 - $107,872
-4,173 Reduced 23.37%
13,681 $0
Q3 2022

Oct 11, 2022
SELL
$24.75 - $27.0 $816 - $891
-33 Reduced 0.18%
17,854 $445,000
Q2 2022

Jul 14, 2022
BUY
$25.67 - $27.71 $4,158 - $4,489
162 Added 0.91%
17,887 $471,000
Q4 2021

Feb 01, 2022
SELL
$29.5 - $29.98 $4,189 - $4,257
-142 Reduced 0.79%
17,725 $525,000
Q3 2021

Nov 08, 2021
SELL
$29.83 - $30.33 $1,909 - $1,941
-64 Reduced 0.36%
17,867 $533,000
Q2 2021

Aug 10, 2021
BUY
$29.63 - $30.01 $220,299 - $223,124
7,435 Added 70.84%
17,931 $538,000
Q1 2021

May 11, 2021
BUY
$29.52 - $30.77 $309,841 - $322,961
10,496 New
10,496 $311,000

Others Institutions Holding SPAB

# of Institutions
545
Shares Held
280M
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
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