Marcum Wealth, LLC Spdr Portfolio Aggregate Bond Transaction History

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Marcum Wealth, LLC holds 38,273 shares of SPAB stock, worth $957,207. This represents 0.09% of its overall portfolio holdings.

Number of Shares

38,273

Previous 40,050 4.44%

Holding current value

$957,207

Previous $1 Million 0.4%

% of portfolio

0.09%

Previous 0.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$24.86 - $26.33 $44,176 - $46,788	-1,777 Reduced 4.44%	38,273 $1 Million
Q2 2024 Jul 02, 2024	SELL	$24.54 - $25.28 $95,534 - $98,415	-3,893 Reduced 8.86%	40,050 $1 Million
Q1 2024 Apr 10, 2024	BUY	$24.99 - $25.67 $1.1 Million - $1.13 Million	43,943 New	43,943 $1.11 Million
Q1 2023 Apr 19, 2023	SELL	$24.92 - $26.08 $24,994 - $26,158	-1,003 Reduced 7.33%	12,678 $326,000
Q4 2022 Jan 12, 2023	SELL	$24.25 - $25.85 $101,195 - $107,872	-4,173 Reduced 23.37%	13,681 $0
Q3 2022 Oct 11, 2022	SELL	$24.75 - $27.0 $816 - $891	-33 Reduced 0.18%	17,854 $445,000
Q2 2022 Jul 14, 2022	BUY	$25.67 - $27.71 $4,158 - $4,489	162 Added 0.91%	17,887 $471,000
Q4 2021 Feb 01, 2022	SELL	$29.5 - $29.98 $4,189 - $4,257	-142 Reduced 0.79%	17,725 $525,000
Q3 2021 Nov 08, 2021	SELL	$29.83 - $30.33 $1,909 - $1,941	-64 Reduced 0.36%	17,867 $533,000
Q2 2021 Aug 10, 2021	BUY	$29.63 - $30.01 $220,299 - $223,124	7,435 Added 70.84%	17,931 $538,000
Q1 2021 May 11, 2021	BUY	$29.52 - $30.77 $309,841 - $322,961	10,496 New	10,496 $311,000

Others Institutions Holding SPAB

# of Institutions

494

Shares Held

262M

Call Options Held

800

Put Options Held

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About SPDR PORTFOLIO AGGREGATE BOND

Ticker SPAB
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Marcum Wealth, LLC Spdr Portfolio Aggregate Bond Transaction History