A detailed history of Tolleson Wealth Management, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 10,180 shares of SPAB stock, worth $258,979. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,180
Previous 10,180 -0.0%
Holding current value
$258,979
Previous $255,000 4.31%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$24.99 - $25.67 $153,463 - $157,639
-6,141 Reduced 37.63%
10,180 $257,000
Q4 2023

Feb 14, 2024

BUY
$23.71 - $25.74 $145,603 - $158,069
6,141 Added 60.32%
16,321 $418,000
Q1 2023

May 15, 2023

SELL
$24.92 - $26.08 $110,545 - $115,690
-4,436 Reduced 30.35%
10,180 $263,000
Q4 2022

Feb 14, 2023

SELL
$24.25 - $25.85 $251,036 - $267,599
-10,352 Reduced 41.46%
14,616 $367,000
Q2 2022

Aug 15, 2022

BUY
$25.67 - $27.71 $640,928 - $691,863
24,968 New
24,968 $658,000

Others Institutions Holding SPAB

About SPDR PORTFOLIO AGGREGATE BOND


  • Ticker SPAB
  • Sector ETFs
  • Industry ETFs
More about SPAB
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