Rooted Wealth Advisors, Inc. Spdr Portfolio Aggregate Bond Transaction History

Rooted Wealth Advisors, Inc.

  • $275 Million
  • Q2 2025

A detailed history of Rooted Wealth Advisors, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 41,610 shares of SPAB stock, worth $1.08 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
41,610
Previous 41,671 0.15%
Holding current value
$1.08 Million
Previous $1.06 Million 0.28%
% of portfolio
0.39%
Previous 0.44%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
$24.98 - $25.66 $1,523 - $1,565
-61 Reduced 0.15%
41,610 $1.07 Million
Q1 2025

Apr 08, 2025
SELL
$24.73 - $25.62 $6,850 - $7,096
-277 Reduced 0.66%
41,671 $1.06 Million
Q4 2024

Jan 30, 2025
BUY
$24.94 - $26.14 $6,384 - $6,691
256 Added 0.61%
41,948 $1.04 Million
Q3 2024

Nov 12, 2024
SELL
$24.86 - $26.33 $30,378 - $32,175
-1,222 Reduced 2.85%
41,692 $1.07 Million
Q2 2024

Jul 25, 2024
SELL
$24.54 - $25.28 $104,810 - $107,970
-4,271 Reduced 9.05%
42,914 $1.09 Million
Q1 2024

Apr 17, 2024
BUY
$24.99 - $25.67 $3,398 - $3,491
136 Added 0.29%
47,185 $1.18 Million
Q4 2023

Feb 07, 2024
SELL
$23.71 - $25.74 $339,242 - $368,287
-14,308 Reduced 23.32%
47,049 $1.19 Million
Q3 2023

Nov 21, 2023
SELL
$24.28 - $25.47 $283,031 - $296,903
-11,657 Reduced 15.97%
61,357 $1.51 Million
Q2 2023

Aug 03, 2023
SELL
$25.22 - $26.01 $13 Million - $13.4 Million
-516,652 Reduced 87.62%
73,014 $1.84 Million
Q1 2023

Apr 26, 2023
BUY
$24.92 - $26.08 $1.35 Million - $1.41 Million
54,111 Added 10.1%
589,666 $15.2 Million
Q4 2022

Feb 13, 2023
BUY
$24.25 - $25.85 $13 Million - $13.8 Million
535,555 New
535,555 $13.5 Million

Others Institutions Holding SPAB

# of Institutions
555
Shares Held
285M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO AGGREGATE BOND

SPAB Quotes by TradingView
  • Ticker SPAB
  • Sector ETFs
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More about SPAB
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