Pinnacle Family Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

Pinnacle Family Advisors, LLC

$183 Million
Q4 2024

A detailed history of Pinnacle Family Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 82,251 shares of SPAB stock, worth $2.09 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

82,251

Previous 68,144 20.7%

Holding current value

$2.09 Million

Previous $1.78 Million 15.38%

% of portfolio

1.12%

Previous 1.04%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$24.94 - $26.14 $351,828 - $368,756	14,107 Added 20.7%	82,251 $2.06 Million
Q3 2024 Nov 14, 2024	BUY	$24.86 - $26.33 $284,671 - $301,504	11,451 Added 20.2%	68,144 $1.78 Million
Q2 2024 Aug 14, 2024	SELL	$24.54 - $25.28 $119,485 - $123,088	-4,869 Reduced 7.91%	56,693 $1.42 Million
Q1 2024 May 15, 2024	BUY	$24.99 - $25.67 $524,765 - $539,044	20,999 Added 51.77%	61,562 $1.56 Million
Q4 2023 Feb 14, 2024	SELL	$23.71 - $25.74 $26,887 - $29,189	-1,134 Reduced 2.72%	40,563 $1.04 Million
Q3 2023 Nov 14, 2023	BUY	$24.28 - $25.47 $10,270 - $10,773	423 Added 1.02%	41,697 $1.01 Million
Q2 2023 Aug 14, 2023	SELL	$25.22 - $26.01 $21,033 - $21,692	-834 Reduced 1.98%	41,274 $1.05 Million
Q1 2023 May 15, 2023	BUY	$24.92 - $26.08 $65,539 - $68,590	2,630 Added 6.66%	42,108 $1.09 Million
Q4 2022 Feb 10, 2023	SELL	$24.25 - $25.85 $13,240 - $14,114	-546 Reduced 1.36%	39,478 $992,000
Q3 2022 Nov 14, 2022	BUY	$24.75 - $27.0 $214,335 - $233,820	8,660 Added 27.61%	40,024 $999,000
Q2 2022 Aug 15, 2022	SELL	$25.67 - $27.71 $358,455 - $386,942	-13,964 Reduced 30.81%	31,364 $826,000
Q1 2022 May 16, 2022	BUY	$27.54 - $29.46 $59,844 - $64,016	2,173 Added 5.04%	45,328 $1.26 Million
Q4 2021 Feb 14, 2022	BUY	$29.5 - $29.98 $307,567 - $312,571	10,426 Added 31.86%	43,155 $1.28 Million
Q3 2021 Nov 12, 2021	BUY	$29.83 - $30.33 $166,719 - $169,514	5,589 Added 20.59%	32,729 $977,000
Q2 2021 Aug 16, 2021	SELL	$29.63 - $30.01 $20,948 - $21,217	-707 Reduced 2.54%	27,140 $814,000
Q1 2021 May 14, 2021	BUY	$29.52 - $30.77 $8,560 - $8,923	290 Added 1.05%	27,847 $826,000
Q4 2020 Feb 16, 2021	BUY	$30.52 - $30.88 $841,039 - $850,960	27,557 New	27,557 $848,000

Others Institutions Holding SPAB

# of Institutions

540

Shares Held

271M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO AGGREGATE BOND

Ticker SPAB
Sector ETFs
Industry ETFs

More about SPAB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Family Advisors, LLC with notifications on news.

Account

Pinnacle Family Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History