Balboa Wealth Partners Spdr Portfolio Aggregate Bond Transaction History

Balboa Wealth Partners

  • $422 Million
  • Q4 2024

A detailed history of Balboa Wealth Partners transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Balboa Wealth Partners holds 10,361 shares of SPAB stock, worth $262,133. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,361
Previous 27,690 62.58%
Holding current value
$262,133
Previous $723,000 64.32%
% of portfolio
0.06%
Previous 0.19%

Shares

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

Feb 10, 2025
SELL
$24.94 - $26.14 $432,185 - $452,980
-17,329 Reduced 62.58%
10,361 $258,000
Q3 2024

Nov 06, 2024
BUY
$24.86 - $26.33 $437,660 - $463,539
17,605 Added 174.57%
27,690 $723,000
Q2 2024

Aug 13, 2024
SELL
$24.54 - $25.28 $1,766 - $1,820
-72 Reduced 0.71%
10,085 $253,000
Q1 2024

May 13, 2024
SELL
$24.99 - $25.67 $290,333 - $298,234
-11,618 Reduced 53.35%
10,157 $256,000
Q4 2023

Feb 09, 2024
BUY
$23.71 - $25.74 $217,728 - $236,370
9,183 Added 72.93%
21,775 $558,000
Q3 2023

Oct 23, 2023
SELL
$24.28 - $25.47 $42,999 - $45,107
-1,771 Reduced 12.33%
12,592 $306,000
Q2 2023

Aug 08, 2023
SELL
$25.22 - $26.01 $165,342 - $170,521
-6,556 Reduced 31.34%
14,363 $364,000
Q1 2023

May 11, 2023
SELL
$24.92 - $26.08 $380,353 - $398,059
-15,263 Reduced 42.18%
20,919 $539,000
Q4 2022

Feb 14, 2023
BUY
$24.25 - $25.85 $649,924 - $692,805
26,801 Added 285.69%
36,182 $909,000
Q3 2022

Jan 04, 2023
BUY
$24.75 - $27.0 $232,179 - $253,287
9,381 New
9,381 $234,000

Others Institutions Holding SPAB

# of Institutions
537
Shares Held
271M
Call Options Held
0
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
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