Founders Financial Alliance, LLC Spdr Portfolio Aggregate Bond Transaction History

Founders Financial Alliance, LLC

$356 Million
Q4 2024

A detailed history of Founders Financial Alliance, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 7,913 shares of SPAB stock, worth $199,486. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,913

Previous 7,815 1.25%

Holding current value

$199,486

Previous $204,000 3.43%

% of portfolio

0.06%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$24.94 - $26.14 $2,444 - $2,561	98 Added 1.25%	7,913 $197,000
Q3 2024 Nov 01, 2024	SELL	$24.86 - $26.33 $6,140 - $6,503	-247 Reduced 3.06%	7,815 $204,000
Q2 2024 Aug 23, 2024	SELL	$24.54 - $25.28 $220 - $227	-9 Reduced 0.11%	8,062 $202,000
Q1 2024 May 14, 2024	BUY	$24.99 - $25.67 $1,224 - $1,257	49 Added 0.61%	8,071 $204,000
Q4 2023 Feb 09, 2024	BUY	$23.71 - $25.74 $2,347 - $2,548	99 Added 1.25%	8,022 $205,000
Q3 2023 Nov 13, 2023	SELL	$24.28 - $25.47 $88,476 - $92,812	-3,644 Reduced 31.5%	7,923 $192,000
Q2 2023 Aug 11, 2023	BUY	$25.22 - $26.01 $1,563 - $1,612	62 Added 0.54%	11,567 $293,000
Q1 2023 May 15, 2023	BUY	$24.92 - $26.08 $996 - $1,043	40 Added 0.35%	11,505 $296,000
Q4 2022 Feb 15, 2023	BUY	$24.25 - $25.85 $4,510 - $4,808	186 Added 1.65%	11,465 $288,000
Q3 2022 Nov 14, 2022	BUY	$24.75 - $27.0 $89,001 - $97,092	3,596 Added 46.8%	11,279 $281,000
Q2 2022 Aug 15, 2022	BUY	$25.67 - $27.71 $1,129 - $1,219	44 Added 0.58%	7,683 $202,000
Q1 2022 May 12, 2022	SELL	$27.54 - $29.46 $23,271 - $24,893	-845 Reduced 9.96%	7,639 $212,000
Q4 2021 Feb 14, 2022	BUY	$29.5 - $29.98 $1,652 - $1,678	56 Added 0.66%	8,484 $251,000
Q3 2021 Nov 15, 2021	BUY	$29.83 - $30.33 $149 - $151	5 Added 0.06%	8,428 $252,000
Q2 2021 Aug 02, 2021	BUY	$29.63 - $30.01 $444 - $450	15 Added 0.18%	8,423 $253,000
Q1 2021 May 14, 2021	SELL	$29.52 - $30.77 $152,854 - $159,327	-5,178 Reduced 38.11%	8,408 $251,000
Q4 2020 Feb 04, 2021	SELL	$30.52 - $30.88 $8,759 - $8,862	-287 Reduced 2.07%	13,586 $419,000
Q3 2020 Nov 13, 2020	BUY	$30.77 - $31.23 $426,872 - $433,253	13,873 New	13,873 $428,000

Others Institutions Holding SPAB

# of Institutions

537

Shares Held

271M

Call Options Held

800

Put Options Held

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About SPDR PORTFOLIO AGGREGATE BOND

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Founders Financial Alliance, LLC Spdr Portfolio Aggregate Bond Transaction History