Steward Partners Investment Advisory, LLC Spdr Portfolio Aggregate Bond Transaction History

Steward Partners Investment Advisory, LLC

$9.37 Billion
Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 792 shares of SPAB stock, worth $20,124. This represents 0.0% of its overall portfolio holdings.

Number of Shares

792

Previous 3,375 76.53%

Holding current value

$20,124

Previous $85,000 77.65%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$24.54 - $25.28 $63,386 - $65,298	-2,583 Reduced 76.53%	792 $19,000
Q1 2024 May 15, 2024	BUY	$24.99 - $25.67 $74,670 - $76,701	2,988 Added 772.09%	3,375 $85,000
Q1 2023 May 15, 2023	BUY	$24.92 - $26.08 $9,644 - $10,092	387 New	387 $9,000
Q3 2021 Nov 12, 2021	SELL	$29.83 - $30.33 $15,093 - $15,346	-506 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$29.63 - $30.01 $5,926 - $6,002	-200 Reduced 28.33%	506 $15,000
Q4 2020 Feb 11, 2021	SELL	$30.52 - $30.88 $18,128 - $18,342	-594 Reduced 45.69%	706 $22,000
Q3 2020 Oct 30, 2020	BUY	$30.77 - $31.23 $18,277 - $18,550	594 Added 84.14%	1,300 $40,000
Q2 2020 Aug 06, 2020	BUY	$30.0 - $30.86 $21,180 - $21,787	706 New	706 $22,000

Others Institutions Holding SPAB

# of Institutions

489

Shares Held

248M

Call Options Held

300

Put Options Held

View Full List

About SPDR PORTFOLIO AGGREGATE BOND

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Steward Partners Investment Advisory, LLC Spdr Portfolio Aggregate Bond Transaction History