A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 17,669 shares of SPAB stock, worth $445,435. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,669
Previous 18,398 3.96%
Holding current value
$445,435
Previous $465,000 4.73%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$24.54 - $25.28 $17,889 - $18,429
-729 Reduced 3.96%
17,669 $443,000
Q1 2024

Apr 19, 2024

SELL
$24.99 - $25.67 $59,251 - $60,863
-2,371 Reduced 11.42%
18,398 $465,000
Q4 2023

Jan 11, 2024

BUY
$23.71 - $25.74 $56,216 - $61,029
2,371 Added 12.89%
20,769 $532,000
Q3 2023

Oct 25, 2023

SELL
$24.28 - $25.47 $81,168 - $85,146
-3,343 Reduced 15.38%
18,398 $447,000
Q2 2023

Aug 08, 2023

BUY
$25.22 - $26.01 $3,808 - $3,927
151 Added 0.7%
21,741 $551,000
Q1 2023

Apr 26, 2023

SELL
$24.92 - $26.08 $22,253 - $23,289
-893 Reduced 3.97%
21,590 $556,000
Q4 2022

Feb 02, 2023

SELL
$24.25 - $25.85 $26,990 - $28,771
-1,113 Reduced 4.72%
22,483 $564,000
Q3 2022

Oct 13, 2022

SELL
$24.75 - $27.0 $57,642 - $62,883
-2,329 Reduced 8.98%
23,596 $589,000
Q2 2022

Jul 22, 2022

BUY
$25.67 - $27.71 $665,494 - $718,381
25,925 New
25,925 $683,000

Others Institutions Holding SPAB

About SPDR PORTFOLIO AGGREGATE BOND


  • Ticker SPAB
  • Sector ETFs
  • Industry ETFs
More about SPAB
Track This Portfolio

Track Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.