A detailed history of Strategic Wealth Investment Group, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 10,210 shares of SPAB stock, worth $266,276. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,210
Previous 13,042 21.71%
Holding current value
$266,276
Previous $334,000 23.35%
% of portfolio
0.03%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$24.54 - $25.28 $69,497 - $71,592
-2,832 Reduced 21.71%
10,210 $256,000
Q4 2023

Jan 16, 2024

SELL
$23.71 - $25.74 $2,299 - $2,496
-97 Reduced 0.74%
13,042 $334,000
Q3 2023

Nov 03, 2023

SELL
$24.28 - $25.47 $32,972 - $34,588
-1,358 Reduced 9.37%
13,139 $319,000
Q2 2023

Jul 17, 2023

SELL
$25.22 - $26.01 $63,655 - $65,649
-2,524 Reduced 14.83%
14,497 $367,000
Q1 2023

Apr 24, 2023

SELL
$24.92 - $26.08 $671,220 - $702,464
-26,935 Reduced 61.28%
17,021 $438,000
Q1 2023

Apr 20, 2023

BUY
$24.92 - $26.08 $595,961 - $623,703
23,915 Added 119.33%
43,956 $1.13 Million
Q3 2022

Oct 21, 2022

SELL
$24.75 - $27.0 $306,306 - $334,152
-12,376 Reduced 38.18%
20,041 $500,000
Q2 2022

Aug 08, 2022

BUY
$25.67 - $27.71 $481,646 - $519,922
18,763 Added 137.42%
32,417 $854,000
Q1 2022

Apr 26, 2022

BUY
$27.54 - $29.46 $376,031 - $402,246
13,654 New
13,654 $379,000

Others Institutions Holding SPAB

About SPDR PORTFOLIO AGGREGATE BOND


  • Ticker SPAB
  • Sector ETFs
  • Industry ETFs
More about SPAB
Track This Portfolio

Track Strategic Wealth Investment Group, LLC Portfolio

Follow Strategic Wealth Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Investment Group, LLC with notifications on news.