Tobias Financial Advisors, Inc. Spdr Portfolio Aggregate Bond Transaction History

Tobias Financial Advisors, Inc.

$483 Million
Q4 2024

A detailed history of Tobias Financial Advisors, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 3,133,384 shares of SPAB stock, worth $79.5 Million. This represents 16.2% of its overall portfolio holdings.

Number of Shares

3,133,384

Previous 3,170,184 1.16%

Holding current value

$79.5 Million

Previous $82.9 Million 5.51%

% of portfolio

16.2%

Previous 17.07%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$24.94 - $26.14 $917,792 - $961,952	-36,800 Reduced 1.16%	3,133,384 $78.3 Million
Q3 2024 Oct 30, 2024	BUY	$24.86 - $26.33 $3.21 Million - $3.4 Million	129,247 Added 4.25%	3,170,184 $82.9 Million
Q2 2024 Aug 13, 2024	BUY	$24.54 - $25.28 $2.2 Million - $2.27 Million	89,783 Added 3.04%	3,040,937 $76.3 Million
Q1 2024 May 02, 2024	BUY	$24.99 - $25.67 $4.15 Million - $4.26 Million	165,967 Added 5.96%	2,951,154 $74.6 Million
Q4 2023 Feb 14, 2024	BUY	$23.71 - $25.74 $47.7 Million - $51.8 Million	2,010,727 Added 259.63%	2,785,187 $71.4 Million
Q3 2023 Nov 03, 2023	BUY	$24.28 - $25.47 $2.08 Million - $2.18 Million	85,756 Added 12.45%	774,460 $18.9 Million
Q2 2023 Aug 03, 2023	BUY	$25.22 - $26.01 $29,078 - $29,989	1,153 Added 0.17%	688,704 $17.5 Million
Q1 2023 Apr 24, 2023	BUY	$24.92 - $26.08 $419,029 - $438,535	16,815 Added 2.51%	687,551 $17.7 Million
Q4 2022 Feb 13, 2023	BUY	$24.25 - $25.85 $2.58 Million - $2.75 Million	106,215 Added 18.82%	670,736 $16.9 Million
Q3 2022 Nov 14, 2022	SELL	$24.75 - $27.0 $6.15 Million - $6.71 Million	-248,545 Reduced 30.57%	564,521 $14.1 Million
Q2 2022 Aug 12, 2022	SELL	$25.67 - $27.71 $11.4 Million - $12.3 Million	-443,862 Reduced 35.31%	813,066 $21.4 Million
Q1 2022 May 09, 2022	BUY	$27.54 - $29.46 $34.6 Million - $37 Million	1,256,928 New	1,256,928 $34.9 Million
Q4 2021 Feb 09, 2022	SELL	$29.5 - $29.98 $37.1 Million - $37.7 Million	-1,257,180 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$29.83 - $30.33 $2.84 Million - $2.89 Million	95,182 Added 8.19%	1,257,180 $37.5 Million
Q2 2021 Aug 12, 2021	SELL	$29.63 - $30.01 $1.14 Million - $1.15 Million	-38,485 Reduced 3.21%	1,161,998 $34.9 Million
Q1 2021 May 07, 2021	SELL	$29.52 - $30.77 $8.88 Million - $9.25 Million	-300,667 Reduced 20.03%	1,200,483 $35.6 Million
Q4 2020 Feb 12, 2021	BUY	$30.52 - $30.88 $3.45 Million - $3.49 Million	113,032 Added 8.14%	1,501,150 $46.2 Million
Q3 2020 Nov 05, 2020	BUY	$30.77 - $31.23 $4.23 Million - $4.29 Million	137,492 Added 10.99%	1,388,118 $42.8 Million
Q2 2020 Nov 05, 2020	SELL	$30.0 - $30.86 $863,730 - $888,490	-28,791 Reduced 2.25%	1,250,626 $38.6 Million
Q1 2020 May 13, 2020	BUY	$27.93 - $30.83 $2.27 Million - $2.5 Million	81,202 Added 6.78%	1,279,417 $38.7 Million
Q4 2019 Feb 04, 2020	BUY	$29.24 - $29.77 $35 Million - $35.7 Million	1,198,215 New	1,198,215 $35.2 Million

Others Institutions Holding SPAB

# of Institutions

541

Shares Held

271M

Call Options Held

Put Options Held

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Tobias Financial Advisors, Inc. Spdr Portfolio Aggregate Bond Transaction History