Foundations Investment Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 163,099 shares of SPAB stock, worth $4.17 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

163,099

Previous 127,318 28.1%

Holding current value

$4.17 Million

Previous $3.33 Million 22.45%

% of portfolio

0.08%

Previous 0.07%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$24.94 - $26.14 $892,378 - $935,315	35,781 Added 28.1%	163,099 $4.08 Million
Q3 2024 Oct 21, 2024	SELL	$24.86 - $26.33 $396,293 - $419,726	-15,941 Reduced 11.13%	127,318 $3.33 Million
Q2 2024 Aug 02, 2024	SELL	$24.54 - $25.28 $165,301 - $170,286	-6,736 Reduced 4.49%	143,259 $3.59 Million
Q1 2024 May 13, 2024	BUY	$24.99 - $25.67 $371,576 - $381,687	14,869 Added 11.0%	149,995 $3.79 Million
Q4 2023 Feb 08, 2024	BUY	$23.71 - $25.74 $1,920 - $2,084	81 Added 0.06%	135,126 $3.46 Million
Q3 2023 Oct 05, 2023	BUY	$24.28 - $25.47 $263,462 - $276,374	10,851 Added 8.74%	135,045 $3.29 Million
Q2 2023 Jul 19, 2023	BUY	$25.22 - $26.01 $706,412 - $728,540	28,010 Added 29.12%	124,194 $3.15 Million
Q1 2023 Apr 25, 2023	BUY	$24.92 - $26.08 $690,707 - $722,859	27,717 Added 40.48%	96,184 $2.48 Million
Q4 2022 Jan 11, 2023	BUY	$24.25 - $25.85 $581,151 - $619,495	23,965 Added 53.85%	68,467 $0
Q3 2022 Oct 19, 2022	BUY	$24.75 - $27.0 $100,559 - $109,701	4,063 Added 10.05%	44,502 $1.11 Million
Q2 2022 Jul 08, 2022	BUY	$25.67 - $27.71 $49,158 - $53,064	1,915 Added 4.97%	40,439 $1.07 Million
Q1 2022 Apr 19, 2022	BUY	$27.54 - $29.46 $105,918 - $113,303	3,846 Added 11.09%	38,524 $1.04 Million
Q4 2021 Jan 21, 2022	BUY	$29.5 - $29.98 $95,550 - $97,105	3,239 Added 10.3%	34,678 $1.01 Million
Q3 2021 Oct 13, 2021	SELL	$29.83 - $30.33 $1,372 - $1,395	-46 Reduced 0.15%	31,439 $937,000
Q2 2021 Jul 14, 2021	BUY	$29.63 - $30.01 $215,913 - $218,682	7,287 Added 30.11%	31,485 $948,000
Q1 2021 Apr 09, 2021	BUY	$29.52 - $30.77 $93,991 - $97,971	3,184 Added 15.15%	24,198 $719,000
Q4 2020 Jan 13, 2021	BUY	$30.52 - $30.88 $5,249 - $5,311	172 Added 0.83%	21,014 $642,000
Q3 2020 Oct 07, 2020	BUY	$30.77 - $31.23 $53,878 - $54,683	1,751 Added 9.17%	20,842 $641,000
Q2 2020 Jul 08, 2020	BUY	$30.0 - $30.86 $47,490 - $48,851	1,583 Added 9.04%	19,091 $589,000
Q1 2020 Apr 06, 2020	BUY	$27.93 - $30.83 $75,299 - $83,117	2,696 Added 18.2%	17,508 $529,000
Q4 2019 Jan 09, 2020	BUY	$29.24 - $29.77 $97,456 - $99,223	3,333 Added 29.04%	14,812 $437,000
Q3 2019 Oct 07, 2019	BUY	$29.25 - $29.64 $335,760 - $340,237	11,479 New	11,479 $341,000
Q1 2019 Apr 08, 2019	SELL	N/A	-8,282 Closed	0 $0
Q4 2018 Feb 11, 2019	BUY	N/A	8,282 New	8,282 $232,000

Others Institutions Holding SPAB

# of Institutions

552

Shares Held

271M

Call Options Held

Put Options Held

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Foundations Investment Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History