Financial & Tax Architects, LLC Spdr Portfolio Aggregate Bond Transaction History

Financial & Tax Architects, LLC

$373 Billion
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	SELL	$24.99 - $25.67 $599,185 - $615,489	-23,977 Reduced 44.78%	29,564 $747 Million
Q4 2023 Jan 25, 2024	SELL	$23.71 - $25.74 $909,325 - $987,180	-38,352 Reduced 41.74%	53,541 $1.37 Billion
Q3 2023 Oct 19, 2023	SELL	$24.28 - $25.47 $3.01 Million - $3.16 Million	-123,907 Reduced 57.42%	91,893 $2.24 Billion
Q2 2023 Jul 25, 2023	SELL	$25.22 - $26.01 $308,516 - $318,180	-12,233 Reduced 5.36%	215,800 $5.47 Billion
Q1 2023 Apr 26, 2023	BUY	$24.92 - $26.08 $295,949 - $309,726	11,876 Added 5.49%	228,033 $5.88 Billion
Q4 2022 Feb 09, 2023	BUY	$24.25 - $25.85 $5.24 Million - $5.59 Million	216,157 New	216,157 $5.6 Billion
Q3 2022 Aug 25, 2023	BUY	$24.75 - $27.0 $6.55 Million - $7.15 Million	264,769 Added 122.69%	480,569 $12 Billion
Q2 2022 Aug 25, 2023	BUY	$25.67 - $27.71 $532,909 - $575,259	20,760 Added 5.7%	384,766 $10.1 Billion
Q1 2022 Aug 25, 2023	BUY	$27.54 - $29.46 $4.08 Million - $4.37 Million	148,206 Added 68.68%	364,006 $10.1 Billion
Q4 2021 Aug 25, 2023	BUY	$29.5 - $29.98 $1.32 Million - $1.34 Million	44,604 New	44,604 $1.32 Billion
Q2 2021 Aug 25, 2023	SELL	$29.63 - $30.01 $644,037 - $652,297	-21,736 Closed	0 $0
Q1 2021 Aug 25, 2023	SELL	$29.52 - $30.77 $5.73 Million - $5.97 Million	-194,064 Reduced 89.93%	21,736 $644 Million

Others Institutions Holding SPAB

# of Institutions

479

Shares Held

235M

Call Options Held

300

Put Options Held

0

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