Financial Advocates Investment Management Spdr Portfolio Aggregate Bond Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Financial Advocates Investment Management holds 82,525 shares of SPAB stock, worth $2.1 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

82,525

Previous 110,899 25.59%

Holding current value

$2.1 Million

Previous $2.9 Million 28.85%

% of portfolio

0.12%

Previous 0.16%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$24.94 - $26.14 $707,647 - $741,696	-28,374 Reduced 25.59%	82,525 $2.06 Million
Q3 2024 Oct 25, 2024	SELL	$24.86 - $26.33 $6,339 - $6,714	-255 Reduced 0.23%	110,899 $2.9 Million
Q2 2024 Jul 26, 2024	SELL	$24.54 - $25.28 $3.43 Million - $3.54 Million	-139,860 Reduced 55.72%	111,154 $2.79 Million
Q1 2024 May 01, 2024	SELL	$24.99 - $25.67 $78,243 - $80,372	-3,131 Reduced 1.23%	251,014 $6.35 Million
Q4 2023 Feb 08, 2024	BUY	$23.71 - $25.74 $531,578 - $577,090	22,420 Added 9.68%	254,145 $6.52 Million
Q3 2023 Oct 27, 2023	BUY	$24.28 - $25.47 $397,317 - $416,791	16,364 Added 7.6%	231,725 $5.64 Million
Q2 2023 Aug 07, 2023	BUY	$25.22 - $26.01 $286,524 - $295,499	11,361 Added 5.57%	215,361 $5.46 Million
Q1 2023 May 11, 2023	BUY	$24.92 - $26.08 $332,831 - $348,324	13,356 Added 7.01%	204,000 $5.26 Million
Q4 2022 Feb 14, 2023	SELL	$24.25 - $25.85 $5.93 Million - $6.32 Million	-244,381 Reduced 56.18%	190,644 $4.79 Million
Q3 2022 Nov 14, 2022	BUY	$24.75 - $27.0 $4.51 Million - $4.92 Million	182,366 Added 72.18%	435,025 $10.9 Million
Q2 2022 Aug 12, 2022	SELL	$25.67 - $27.71 $187,545 - $202,449	-7,306 Reduced 2.81%	252,659 $6.66 Million
Q1 2022 May 11, 2022	SELL	$27.54 - $29.46 $4.78 Million - $5.11 Million	-173,480 Reduced 40.02%	259,965 $7.23 Million
Q4 2021 Feb 14, 2022	BUY	$29.5 - $29.98 $3.24 Million - $3.29 Million	109,875 Added 33.96%	433,445 $12.8 Million
Q3 2021 Nov 04, 2021	SELL	$29.83 - $30.33 $954,231 - $970,226	-31,989 Reduced 9.0%	323,570 $9.66 Million
Q2 2021 Aug 03, 2021	SELL	$29.63 - $30.01 $578,347 - $585,765	-19,519 Reduced 5.2%	355,559 $10.7 Million
Q1 2021 May 10, 2021	SELL	$29.52 - $30.77 $2.21 Million - $2.31 Million	-74,956 Reduced 16.66%	375,078 $11.1 Million
Q4 2020 Feb 12, 2021	BUY	$30.52 - $30.88 $1.64 Million - $1.66 Million	53,656 Added 13.54%	450,034 $14.2 Million
Q3 2020 Nov 04, 2020	BUY	$30.77 - $31.23 $6.24 Million - $6.33 Million	202,788 Added 104.75%	396,378 $12.2 Million
Q2 2020 Aug 14, 2020	BUY	$30.0 - $30.86 $4.16 Million - $4.28 Million	138,752 Added 253.02%	193,590 $6.04 Million
Q1 2020 Apr 29, 2020	BUY	$27.93 - $30.83 $1.32 Million - $1.46 Million	47,351 Added 632.44%	54,838 $1.66 Million
Q4 2019 Feb 13, 2020	BUY	$29.24 - $29.77 $50,848 - $51,770	1,739 Added 30.25%	7,487 $220,000
Q4 2018 Feb 14, 2019	BUY	N/A	289 Added 5.29%	5,748 $0
Q3 2018 Nov 14, 2018	BUY	N/A	5,459 New	5,459 $0
Q2 2018 Aug 09, 2018	SELL	N/A	-8,390 Closed	0 $0
Q1 2018 May 11, 2018	BUY	N/A	8,390 New	8,390 $236,000

Others Institutions Holding SPAB

# of Institutions

540

Shares Held

271M

Call Options Held

Put Options Held

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Financial Advocates Investment Management Spdr Portfolio Aggregate Bond Transaction History