Sowell Financial Services LLC Spdr Portfolio Aggregate Bond Transaction History

Sowell Financial Services LLC

  • $1.85 Billion
  • Q4 2024

A detailed history of Sowell Financial Services LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Sowell Financial Services LLC holds 90,056 shares of SPAB stock, worth $2.26 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
90,056
Previous 156,854 42.59%
Holding current value
$2.26 Million
Previous $4.1 Million 45.12%
% of portfolio
0.12%
Previous 0.2%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$24.94 - $26.14 $1.67 Million - $1.75 Million
-66,798 Reduced 42.59%
90,056 $2.25 Million
Q3 2024

Oct 04, 2024
BUY
$24.86 - $26.33 $121,441 - $128,622
4,885 Added 3.21%
156,854 $4.1 Million
Q2 2024

Aug 13, 2024
BUY
$24.54 - $25.28 $214,896 - $221,376
8,757 Added 6.11%
151,969 $3.81 Million
Q1 2024

May 03, 2024
BUY
$24.99 - $25.67 $423,180 - $434,695
16,934 Added 13.41%
143,212 $3.62 Million
Q4 2023

Jan 24, 2024
BUY
$23.71 - $25.74 $114,471 - $124,272
4,828 Added 3.98%
126,278 $3.24 Million
Q3 2023

Nov 08, 2023
BUY
$24.28 - $25.47 $508,738 - $533,672
20,953 Added 20.85%
121,450 $2.96 Million
Q2 2023

Aug 14, 2023
BUY
$25.22 - $26.01 $1.22 Million - $1.26 Million
48,427 Added 93.0%
100,497 $2.55 Million
Q1 2023

May 12, 2023
SELL
$24.92 - $26.08 $920,843 - $963,708
-36,952 Reduced 41.51%
52,070 $1.34 Million
Q4 2022

Feb 09, 2023
SELL
$24.25 - $25.85 $46,438 - $49,502
-1,915 Reduced 2.11%
89,022 $2.24 Million
Q3 2022

Nov 15, 2022
BUY
$24.75 - $27.0 $2.25 Million - $2.46 Million
90,937 New
90,937 $2.27 Million
Q1 2022

May 13, 2022
SELL
$27.54 - $29.46 $515,163 - $551,078
-18,706 Closed
0 $0
Q4 2021

Feb 09, 2022
SELL
$29.5 - $29.98 $118,383 - $120,309
-4,013 Reduced 17.66%
18,706 $554,000
Q3 2021

Nov 04, 2021
BUY
$29.83 - $30.33 $22,670 - $23,050
760 Added 3.46%
22,719 $678,000
Q2 2021

Aug 05, 2021
SELL
$29.63 - $30.01 $507,147 - $513,651
-17,116 Reduced 43.8%
21,959 $659,000
Q1 2021

May 07, 2021
SELL
$29.52 - $30.77 $5,106 - $5,323
-173 Reduced 0.44%
39,075 $1.17 Million
Q4 2020

Jan 13, 2021
BUY
$30.52 - $30.88 $20,692 - $20,936
678 Added 1.76%
39,248 $1.21 Million
Q3 2020

Nov 12, 2020
SELL
$30.77 - $31.23 $700,540 - $711,013
-22,767 Reduced 37.12%
38,570 $1.19 Million
Q2 2020

Aug 13, 2020
BUY
$30.0 - $30.86 $507,870 - $522,428
16,929 Added 38.12%
61,337 $1.89 Million
Q1 2020

May 12, 2020
SELL
$27.93 - $30.83 $175,986 - $194,259
-6,301 Reduced 12.43%
44,408 $1.34 Million
Q4 2019

Feb 07, 2020
SELL
$29.24 - $29.77 $325,558 - $331,459
-11,134 Reduced 18.0%
50,709 $0
Q3 2019

Nov 14, 2019
BUY
$29.25 - $29.64 $511,348 - $518,166
17,482 Added 39.41%
61,843 $1.83 Million
Q1 2019

May 15, 2019
SELL
N/A
-793 Reduced 1.76%
44,361 $0
Q4 2018

Mar 05, 2019
BUY
N/A
45,154 New
45,154 $1.26 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-76,082 Closed
0 $0
Q2 2018

Aug 14, 2018
SELL
N/A
-57,997 Reduced 43.26%
76,082 $2.12 Million
Q1 2018

May 10, 2018
SELL
N/A
-4,682 Reduced 3.37%
134,079 $3.72 Million
Q4 2017

Jan 29, 2018
SELL
N/A
-29,220 Reduced 17.39%
138,761 $3.96 Million
Q3 2017

Nov 07, 2017
BUY
N/A
167,981
167,981 $4.83 Million

Others Institutions Holding SPAB

# of Institutions
516
Shares Held
273M
Call Options Held
800
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 Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services LLC 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 Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email