True Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

True Wealth Advisors, LLC

$262 Million
Q4 2024

A detailed history of True Wealth Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, True Wealth Advisors, LLC holds 154,625 shares of SPAB stock, worth $3.88 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

154,625

Previous 203,623 24.06%

Holding current value

$3.88 Million

Previous $5.32 Million 27.4%

% of portfolio

1.48%

Previous 1.96%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$24.94 - $26.14 $1.22 Million - $1.28 Million	-48,998 Reduced 24.06%	154,625 $3.86 Million
Q3 2024 Oct 29, 2024	SELL	$24.86 - $26.33 $3.38 Million - $3.58 Million	-136,004 Reduced 40.05%	203,623 $5.32 Million
Q2 2024 Jul 24, 2024	SELL	$24.54 - $25.28 $754,874 - $777,638	-30,761 Reduced 8.31%	339,627 $8.52 Million
Q1 2024 Apr 23, 2024	SELL	$24.99 - $25.67 $3.32 Million - $3.41 Million	-132,974 Reduced 26.42%	370,388 $9.36 Million
Q4 2023 Feb 08, 2024	BUY	$23.71 - $25.74 $501,679 - $544,632	21,159 Added 4.39%	503,362 $12.9 Million
Q3 2023 Nov 07, 2023	BUY	$24.28 - $25.47 $3.09 Million - $3.24 Million	127,134 Added 35.81%	482,203 $11.7 Million
Q2 2023 Jul 31, 2023	BUY	$25.22 - $26.01 $6.31 Million - $6.5 Million	250,086 Added 238.22%	355,069 $9.01 Million
Q1 2023 Apr 19, 2023	SELL	$24.92 - $26.08 $128,038 - $133,999	-5,138 Reduced 4.67%	104,983 $2.71 Million
Q4 2022 Jan 23, 2023	BUY	$24.25 - $25.85 $903,118 - $962,705	37,242 Added 51.1%	110,121 $0
Q3 2022 Oct 21, 2022	SELL	$24.75 - $27.0 $3.75 Million - $4.09 Million	-151,509 Reduced 67.52%	72,879 $1.82 Million
Q2 2022 Jul 27, 2022	SELL	$25.67 - $27.71 $501,463 - $541,314	-19,535 Reduced 8.01%	224,388 $5.91 Million
Q1 2022 May 05, 2022	BUY	$27.54 - $29.46 $1.57 Million - $1.68 Million	56,937 Added 30.45%	243,923 $7.23 Million
Q1 2022 May 04, 2022	SELL	$27.54 - $29.46 $1.57 Million - $1.68 Million	-56,937 Reduced 23.34%	186,986 $4.96 Million
Q4 2021 Feb 02, 2022	SELL	$29.5 - $29.98 $853,258 - $867,141	-28,924 Reduced 10.6%	243,923 $7.23 Million
Q3 2021 Oct 25, 2021	SELL	$29.83 - $30.33 $4.05 Million - $4.12 Million	-135,780 Reduced 33.23%	272,847 $8.14 Million
Q2 2021 Jul 23, 2021	SELL	$29.63 - $30.01 $1.15 Million - $1.16 Million	-38,656 Reduced 8.64%	408,627 $12.3 Million
Q1 2021 Apr 22, 2021	BUY	$29.52 - $30.77 $4.65 Million - $4.85 Million	157,580 Added 54.39%	447,283 $0
Q4 2020 Jan 25, 2021	BUY	$30.52 - $30.88 $8.84 Million - $8.95 Million	289,703 New	289,703 $8.83 Million

Others Institutions Holding SPAB

# of Institutions

506

Shares Held

270M

Call Options Held

800

Put Options Held

View Full List

About SPDR PORTFOLIO AGGREGATE BOND

Ticker SPAB
Sector ETFs
Industry ETFs

More about SPAB

Track This Portfolio

Portfolio Update

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

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Account

True Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History