Wealth Plan Investment Management, LLC Spdr Portfolio Aggregate Bond Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 749,693 shares of SPAB stock, worth $18.9 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares

749,693

Previous 667,526 12.31%

Holding current value

$18.9 Million

Previous $17.4 Million 7.36%

% of portfolio

1.98%

Previous 1.89%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$24.94 - $26.14 $2.05 Million - $2.15 Million	82,167 Added 12.31%	749,693 $18.7 Million
Q3 2024 Nov 05, 2024	BUY	$24.86 - $26.33 $16.6 Million - $17.6 Million	667,526 New	667,526 $17.4 Million
Q3 2023 Nov 09, 2023	BUY	$24.28 - $25.47 $13.9 Million - $14.6 Million	572,605 New	572,605 $13.9 Million
Q4 2022 Feb 15, 2023	BUY	$24.25 - $25.85 $132,865 - $141,632	5,479 Added 1.04%	530,245 $13.3 Million
Q3 2022 Dec 12, 2022	SELL	$24.75 - $27.0 $317,864 - $346,761	-12,843 Reduced 2.39%	524,766 $13.5 Million
Q1 2022 Sep 07, 2022	BUY	$27.54 - $29.46 $14.8 Million - $15.8 Million	537,609 New	537,609 $14.3 Million

Others Institutions Holding SPAB

# of Institutions

503

Shares Held

267M

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 Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Account

Wealth Plan Investment Management, LLC Spdr Portfolio Aggregate Bond Transaction History