Source Financial Advisors LLC Spdr Portfolio Aggregate Bond Transaction History

Source Financial Advisors LLC

  • $337 Million
  • Q3 2024

A detailed history of Source Financial Advisors LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Source Financial Advisors LLC holds 56,462 shares of SPAB stock, worth $1.46 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
56,462
Previous 61,554 8.27%
Holding current value
$1.46 Million
Previous $1.54 Million 4.47%
% of portfolio
0.44%
Previous 0.48%

Shares

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

Nov 01, 2024
SELL
$24.86 - $26.33 $126,587 - $134,072
-5,092 Reduced 8.27%
56,462 $1.48 Million
Q2 2024

Jul 17, 2024
SELL
$24.54 - $25.28 $53,300 - $54,908
-2,172 Reduced 3.41%
61,554 $1.54 Million
Q1 2024

May 01, 2024
SELL
$24.99 - $25.67 $973,485 - $999,974
-38,955 Reduced 37.94%
63,726 $1.61 Million
Q4 2023

Jan 11, 2024
SELL
$23.71 - $25.74 $50,526 - $54,851
-2,131 Reduced 2.03%
102,681 $2.63 Million
Q3 2023

Oct 26, 2023
SELL
$24.28 - $25.47 $353,735 - $371,072
-14,569 Reduced 12.2%
104,812 $2.55 Million
Q2 2023

Jul 24, 2023
BUY
$25.22 - $26.01 $779,903 - $804,333
30,924 Added 34.96%
119,381 $3.03 Million
Q1 2023

Apr 20, 2023
SELL
$24.92 - $26.08 $41,242 - $43,162
-1,655 Reduced 1.84%
88,457 $2.28 Million
Q4 2022

Jan 31, 2023
SELL
$24.25 - $25.85 $1.06 Million - $1.13 Million
-43,702 Reduced 32.66%
90,112 $2.26 Million
Q3 2022

Nov 14, 2022
SELL
$24.75 - $27.0 $362,513 - $395,469
-14,647 Reduced 9.87%
133,814 $3.34 Million
Q2 2022

Aug 15, 2022
SELL
$25.67 - $27.71 $73,108 - $78,918
-2,848 Reduced 1.88%
148,461 $3.91 Million
Q1 2022

May 16, 2022
SELL
$27.54 - $29.46 $231,280 - $247,405
-8,398 Reduced 5.26%
151,309 $4.21 Million
Q4 2021

Feb 14, 2022
SELL
$29.5 - $29.98 $170,333 - $173,104
-5,774 Reduced 3.49%
159,707 $4.73 Million
Q3 2021

Nov 15, 2021
BUY
$29.83 - $30.33 $20,642 - $20,988
692 Added 0.42%
165,481 $4.94 Million
Q2 2021

Aug 16, 2021
BUY
$29.63 - $30.01 $1.74 Million - $1.76 Million
58,803 Added 55.48%
164,789 $4.95 Million
Q1 2021

May 17, 2021
BUY
$29.52 - $30.77 $86,109 - $89,756
2,917 Added 2.83%
105,986 $3.14 Million
Q4 2020

Feb 16, 2021
BUY
$30.52 - $30.88 $3.15 Million - $3.18 Million
103,069 New
103,069 $3.17 Million

Others Institutions Holding SPAB

# of Institutions
549
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
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