Ifp Advisors, Inc Spdr Portfolio Aggregate Bond Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Ifp Advisors, Inc holds 71,479 shares of SPAB stock, worth $1.8 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

71,479

Previous 45,873 55.82%

Holding current value

$1.8 Million

Previous $1.16 Million 54.7%

% of portfolio

0.07%

Previous 0.05%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$24.54 - $25.28 $628,371 - $647,319	25,606 Added 55.82%	71,479 $1.79 Million
Q1 2024 Jul 30, 2024	BUY	$24.99 - $25.67 $75,994 - $78,062	3,041 Added 7.1%	45,873 $1.16 Million
Q4 2023 Jan 09, 2024	SELL	$23.71 - $25.74 $575,157 - $624,400	-24,258 Reduced 36.16%	42,832 $1.1 Million
Q3 2023 Oct 12, 2023	BUY	$24.28 - $25.47 $619,455 - $649,816	25,513 Added 61.36%	67,090 $1.63 Million
Q2 2023 Aug 04, 2023	SELL	$25.22 - $26.01 $17,628 - $18,180	-699 Reduced 1.65%	41,577 $1.05 Million
Q1 2023 Apr 18, 2023	SELL	$24.92 - $26.08 $6.57 Million - $6.87 Million	-263,536 Reduced 86.18%	42,276 $1.09 Million
Q4 2022 Feb 07, 2023	SELL	$24.25 - $25.85 $863,785 - $920,777	-35,620 Reduced 10.43%	305,812 $18.1 Million
Q3 2022 Nov 08, 2022	SELL	$24.75 - $27.0 $175,947 - $191,943	-7,109 Reduced 2.04%	341,432 $20.2 Million
Q2 2022 Sep 06, 2022	BUY	$25.67 - $27.71 $8.95 Million - $9.66 Million	348,541 New	348,541 $20.6 Million
Q2 2022 Aug 12, 2022	SELL	$25.67 - $27.71 $8.95 Million - $9.66 Million	-348,541 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$27.54 - $29.46 $8.5 Million - $9.09 Million	308,535 Added 771.22%	348,541 $0
Q1 2022 Aug 08, 2022	BUY	$27.54 - $29.46 $129,823 - $138,874	4,714 Added 13.36%	40,006 $0
Q4 2021 Jan 12, 2022	SELL	$29.5 - $29.98 $238,448 - $242,328	-8,083 Reduced 18.64%	35,292 $1.05 Million
Q3 2021 Oct 06, 2021	BUY	$29.83 - $30.33 $554,957 - $564,259	18,604 Added 75.1%	43,375 $1.3 Million
Q2 2021 Jul 13, 2021	BUY	$29.63 - $30.01 $238,699 - $241,760	8,056 Added 48.2%	24,771 $746,000
Q1 2021 Apr 30, 2021	BUY	$29.52 - $30.77 $215,673 - $224,805	7,306 Added 77.65%	16,715 $499,000
Q4 2020 Jan 25, 2021	SELL	$30.52 - $30.88 $105,660 - $106,906	-3,462 Reduced 26.9%	9,409 $291,000
Q3 2020 Oct 29, 2020	SELL	$30.77 - $31.23 $190,897 - $193,750	-6,204 Reduced 32.52%	12,871 $400,000
Q2 2020 Aug 05, 2020	SELL	$30.0 - $30.86 $652,350 - $671,050	-21,745 Reduced 53.27%	19,075 $589,000
Q1 2020 May 12, 2020	SELL	$27.93 - $30.83 $787,821 - $869,621	-28,207 Reduced 40.86%	40,820 $1.22 Million
Q4 2019 Jan 17, 2020	SELL	$29.24 - $29.77 $1.84 Million - $1.87 Million	-62,945 Reduced 47.7%	69,027 $2.03 Million
Q3 2019 Nov 07, 2019	BUY	$29.25 - $29.64 $3.86 Million - $3.91 Million	131,972 New	131,972 $3.91 Million
Q1 2019 May 15, 2019	SELL	N/A	-45,806 Closed	0 $0
Q4 2018 Jan 23, 2019	BUY	N/A	9,033 Added 24.56%	45,806 $0
Q3 2018 Oct 25, 2018	BUY	N/A	14,538 Added 65.38%	36,773 $0
Q2 2018 Aug 07, 2018	BUY	N/A	1,169 Added 5.55%	22,235 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-5,546 Reduced 20.84%	21,066 $605,000
Q1 2018 May 09, 2018	BUY	N/A	5,546 Added 26.33%	26,612 $0
Q4 2017 Jan 24, 2018	BUY	N/A	10,549 Added 100.3%	21,066 $0
Q3 2017 Oct 30, 2017	BUY	N/A	203 Added 1.97%	10,517 $607,000
Q2 2017 Jun 03, 2019	SELL	N/A	-1,939 Reduced 15.82%	10,314 $595,000
Q1 2017 Jun 03, 2019	BUY	N/A	3,864 Added 46.06%	12,253 $700,000
Q4 2016 Jun 03, 2019	BUY	N/A	5,865 Added 232.37%	8,389 $478,000
Q2 2016 Jun 03, 2019	BUY	N/A	2,524	2,524 $150,000

Others Institutions Holding SPAB

# of Institutions

492

Shares Held

260M

Call Options Held

800

Put Options Held

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