Burt Wealth Advisors Spdr Portfolio Aggregate Bond Transaction History

Burt Wealth Advisors

$402 Million
Q1 2025

A detailed history of Burt Wealth Advisors transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Burt Wealth Advisors holds 292,236 shares of SPAB stock, worth $7.39 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

292,236

Previous 307,341 4.91%

Holding current value

$7.39 Million

Previous $7.68 Million 2.83%

% of portfolio

1.85%

Previous 1.95%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$24.73 - $25.62 $373,546 - $386,990	-15,105 Reduced 4.91%	292,236 $7.46 Million
Q4 2024 Feb 06, 2025	SELL	$24.94 - $26.14 $230,271 - $241,350	-9,233 Reduced 2.92%	307,341 $7.68 Million
Q3 2024 Oct 31, 2024	SELL	$24.86 - $26.33 $120,894 - $128,042	-4,863 Reduced 1.51%	316,574 $8.28 Million
Q2 2024 Jul 16, 2024	SELL	$24.54 - $25.28 $210,675 - $217,028	-8,585 Reduced 2.6%	321,437 $8.06 Million
Q1 2024 Apr 18, 2024	BUY	$24.99 - $25.67 $7,172 - $7,367	287 Added 0.09%	330,022 $8.34 Million
Q4 2023 Feb 01, 2024	BUY	$23.71 - $25.74 $7.82 Million - $8.49 Million	329,735 New	329,735 $8.45 Million
Q2 2022 Jul 29, 2022	BUY	$25.67 - $27.71 $8.14 Million - $8.79 Million	317,265 New	317,265 $8.36 Million

Others Institutions Holding SPAB

# of Institutions

562

Shares Held

269M

Call Options Held

Put Options Held

300

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 Burt Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Burt Wealth Advisors with notifications on news.

Account

Burt Wealth Advisors Spdr Portfolio Aggregate Bond Transaction History