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 $7.47 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

292,236

Previous 307,341 4.91%

Holding current value

$7.47 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

549

Shares Held

270M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO AGGREGATE BOND

Ticker SPAB
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Burt Wealth Advisors Spdr Portfolio Aggregate Bond Transaction History