Phillips Financial Management, LLC Spdr Portfolio Aggregate Bond Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Phillips Financial Management, LLC holds 494 shares of SPAB stock, worth $12,878. This represents 0.0% of its overall portfolio holdings.

Number of Shares
494
Previous 489 1.02%
Holding current value
$12,878
Previous $12,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$25.21 - $25.99 $126 - $129
5 Added 1.02%
494 $12,000
Q2 2025

Jul 30, 2025
BUY
$24.98 - $25.66 $99 - $102
4 Added 0.82%
489 $12,000
Q1 2025

Apr 30, 2025
SELL
$24.73 - $25.62 $8,235 - $8,531
-333 Reduced 40.71%
485 $12,000
Q4 2024

Feb 10, 2025
BUY
$24.94 - $26.14 $174 - $182
7 Added 0.86%
818 $20,000
Q3 2024

Nov 07, 2024
BUY
$24.86 - $26.33 $1,814 - $1,922
73 Added 9.89%
811 $21,000
Q2 2024

Aug 08, 2024
BUY
$24.54 - $25.28 $6,674 - $6,876
272 Added 58.37%
738 $18,000
Q1 2024

Apr 23, 2024
BUY
$24.99 - $25.67 $49 - $51
2 Added 0.43%
466 $11,000
Q4 2023

Jan 25, 2024
BUY
$23.71 - $25.74 $142 - $154
6 Added 1.31%
464 $11,000
Q3 2023

Nov 09, 2023
BUY
$24.28 - $25.47 $97 - $101
4 Added 0.88%
458 $11,000
Q2 2023

Aug 11, 2023
BUY
$25.22 - $26.01 $100 - $104
4 Added 0.89%
454 $11,000
Q1 2023

May 08, 2023
BUY
$24.92 - $26.08 $49 - $52
2 Added 0.45%
450 $11,000
Q4 2022

Jan 24, 2023
BUY
$24.25 - $25.85 $97 - $103
4 Added 0.9%
448 $0
Q3 2022

Nov 08, 2022
BUY
$24.75 - $27.0 $10,989 - $11,988
444 New
444 $11,000

Others Institutions Holding SPAB

# of Institutions
544
Shares Held
292M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO AGGREGATE BOND

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  • Ticker SPAB
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