Lutz Financial Services LLC Spdr Portfolio Aggregate Bond Transaction History

Lutz Financial Services LLC

$1.15 Billion
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 20, 2022	SELL	$25.67 - $27.71 $785,322 - $847,732	-30,593 Reduced 57.76%	22,369 $589,000
Q1 2022 Apr 25, 2022	BUY	$27.54 - $29.46 $13,384 - $14,317	486 Added 0.93%	52,962 $1.47 Million
Q4 2021 Jan 19, 2022	SELL	$29.5 - $29.98 $36,314 - $36,905	-1,231 Reduced 2.29%	52,476 $1.55 Million
Q3 2021 Oct 27, 2021	SELL	$29.83 - $30.33 $7,845 - $7,976	-263 Reduced 0.49%	53,707 $1.6 Million
Q2 2021 Jul 26, 2021	BUY	$29.63 - $30.01 $14,133 - $14,314	477 Added 0.89%	53,970 $1.62 Million
Q1 2021 Apr 27, 2021	SELL	$29.52 - $30.77 $21,047 - $21,939	-713 Reduced 1.32%	53,493 $1.59 Million
Q4 2020 Feb 12, 2021	SELL	$30.52 - $30.88 $48,832 - $49,408	-1,600 Reduced 2.87%	54,206 $1.67 Million
Q3 2020 Nov 05, 2020	BUY	$30.77 - $31.23 $18,954 - $19,237	616 Added 1.12%	55,806 $1.72 Million
Q2 2020 Jul 28, 2020	BUY	$30.0 - $30.86 $112,590 - $115,817	3,753 Added 7.3%	55,190 $1.7 Million
Q1 2020 Apr 27, 2020	SELL	$27.93 - $30.83 $9,663 - $10,667	-346 Reduced 0.67%	51,437 $1.55 Million
Q4 2019 Feb 03, 2020	BUY	$29.24 - $29.77 $31,433 - $32,002	1,075 Added 2.12%	51,783 $1.52 Million
Q3 2019 Oct 31, 2019	BUY	$29.25 - $29.64 $185,328 - $187,799	6,336 Added 14.28%	50,708 $1.5 Million
Q2 2019 Aug 13, 2019	BUY	N/A	22,366 Added 101.64%	44,372 $1.29 Million
Q1 2019 May 06, 2019	BUY	N/A	1,310 Added 6.33%	22,006 $628,000
Q4 2018 Feb 13, 2019	BUY	N/A	20,696 New	20,696 $576,000

Others Institutions Holding SPAB

# of Institutions

482

Shares Held

240M

Call Options Held

300

Put Options Held

0

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