Modern Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History

Modern Wealth Management, LLC

$3.08 Trillion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Modern Wealth Management, LLC holds 11,170 shares of SPAB stock, worth $282,489. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,170

Previous 11,120 0.45%

Holding current value

$282,489

Previous $280 Million 1.96%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$24.73 - $25.62 $1,236 - $1,281	50 Added 0.45%	11,170 $285 Million
Q4 2024 May 30, 2025	BUY	$24.94 - $26.14 $196,527 - $205,983	7,880 Added 70.55%	19,050 $476,000
Q4 2024 May 29, 2025	BUY	$24.94 - $26.14 $196,527 - $205,983	7,880 Added 70.55%	19,050 $476,000
Q4 2024 Feb 11, 2025	SELL	$24.94 - $26.14 $1.33 Million - $1.4 Million	-53,441 Reduced 82.78%	11,120 $280 Million
Q3 2024 May 30, 2025	BUY	$24.86 - $26.33 $1.33 Million - $1.41 Million	53,391 Added 477.99%	64,561 $1.69 Million
Q3 2024 May 29, 2025	BUY	$24.86 - $26.33 $1.33 Million - $1.41 Million	53,391 Added 477.99%	64,561 $1.69 Million
Q3 2024 Nov 05, 2024	SELL	$24.86 - $26.33 $112,640 - $119,301	-4,531 Reduced 6.56%	64,561 $1.69 Billion
Q2 2024 May 29, 2025	BUY	$24.54 - $25.28 $1.42 Million - $1.46 Million	57,922 Added 518.55%	69,092 $1.73 Million
Q2 2024 Aug 07, 2024	BUY	$24.54 - $25.28 $1.7 Million - $1.75 Million	69,092 New	69,092 $1.73 Billion

Others Institutions Holding SPAB

# of Institutions

561

Shares Held

269M

Call Options Held

Put Options Held

300

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About SPDR PORTFOLIO AGGREGATE BOND

Ticker SPAB
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Modern Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History