Strategic Financial Planning, Inc. Spdr Portfolio Aggregate Bond Transaction History

Strategic Financial Planning, Inc.

$166 Million
Q3 2025

A detailed history of Strategic Financial Planning, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 10,805 shares of SPAB stock, worth $278,660. This represents 0.17% of its overall portfolio holdings.

Number of Shares

10,805

Previous 10,714 0.85%

Holding current value

$278,660

Previous $274,000 1.82%

% of portfolio

0.17%

Previous 0.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$25.21 - $25.99 $2,294 - $2,365	91 Added 0.85%	10,805 $279,000
Q2 2025 Aug 13, 2025	SELL	$24.98 - $25.66 $6,869 - $7,056	-275 Reduced 2.5%	10,714 $274,000
Q1 2025 May 14, 2025	BUY	$24.73 - $25.62 $1,434 - $1,485	58 Added 0.53%	10,989 $280,000
Q4 2024 Feb 13, 2025	BUY	$24.94 - $26.14 $2,843 - $2,979	114 Added 1.05%	10,931 $273,000
Q3 2024 Oct 25, 2024	BUY	$24.86 - $26.33 $1,839 - $1,948	74 Added 0.69%	10,817 $282,000

Q2 2024 Aug 09, 2024	BUY	$24.54 - $25.28 $220 - $227	9 Added 0.08%	10,743 $269,000
Q1 2024 Apr 22, 2024	BUY	$24.99 - $25.67 $124 - $128	5 Added 0.05%	10,734 $271,000
Q4 2023 Feb 12, 2024	BUY	$23.71 - $25.74 $254,384 - $276,164	10,729 New	10,729 $275,000
Q3 2022 Nov 14, 2022	BUY	$24.75 - $27.0 $211,785 - $231,039	8,557 New	8,557 $214,000

Others Institutions Holding SPAB

# of Institutions

551

Shares Held

278M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO AGGREGATE BOND

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Strategic Financial Planning, Inc. Spdr Portfolio Aggregate Bond Transaction History