Partners In Financial Planning Spdr Portfolio Aggregate Bond Transaction History

Partners In Financial Planning

$498 Billion
Q1 2025

A detailed history of Partners In Financial Planning transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Partners In Financial Planning holds 81,883 shares of SPAB stock, worth $2.08 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

81,883

Previous 93,263 12.2%

Holding current value

$2.08 Million

Previous $2.33 Billion 10.27%

% of portfolio

0.42%

Previous 0.48%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$24.73 - $25.62 $281,427 - $291,555	-11,380 Reduced 12.2%	81,883 $2.09 Billion
Q4 2024 Feb 12, 2025	BUY	$24.94 - $26.14 $2.33 Million - $2.44 Million	93,263 New	93,263 $2.33 Billion
Q3 2024 Feb 26, 2025	BUY	$24.86 - $26.33 $67,992 - $72,012	2,735 Added 3.56%	79,620 $2.08 Billion
Q2 2024 Feb 26, 2025	SELL	$24.54 - $25.28 $19,386 - $19,971	-790 Reduced 1.02%	76,885 $1.93 Billion
Q1 2024 Feb 26, 2025	SELL	$24.99 - $25.67 $4,973 - $5,108	-199 Reduced 0.26%	77,675 $1.96 Billion
Q4 2023 Feb 26, 2025	SELL	$23.71 - $25.74 $966,135 - $1.05 Million	-40,748 Reduced 34.35%	77,874 $2 Billion
Q3 2023 Mar 04, 2025	BUY	$24.28 - $25.47 $507,136 - $531,991	20,887 Added 22.4%	114,150 $2.78 Billion
Q2 2023 Feb 26, 2025	BUY	$25.22 - $26.01 $222,011 - $228,966	8,803 Added 8.02%	118,622 $3.01 Billion
Q1 2023 Feb 26, 2025	BUY	$24.92 - $26.08 $412,575 - $431,780	16,556 Added 17.75%	109,819 $2.83 Billion
Q4 2022 May 05, 2025	BUY	$24.25 - $25.85 $1.71 Million - $1.82 Million	70,356 Added 183.93%	108,607 $2.74 Billion
Q3 2022 May 05, 2025	BUY	$24.75 - $27.0 $338,654 - $369,441	13,683 Added 55.69%	38,251 $960 Million
Q2 2022 May 05, 2025	SELL	$25.67 - $27.71 $1.47 Million - $1.59 Million	-57,315 Reduced 70.0%	24,568 $635 Million

Others Institutions Holding SPAB

# of Institutions

563

Shares Held

269M

Call Options Held

Put Options Held

300

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Partners In Financial Planning Spdr Portfolio Aggregate Bond Transaction History