Us Advisors Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History

Us Advisors Wealth Management, LLC

$284 Million
Q2 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 165,911 shares of SPAB stock, worth $4.28 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

165,911

Previous 160,674 3.26%

Holding current value

$4.28 Million

Previous $4.07 Million 2.24%

% of portfolio

1.46%

Previous 1.54%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$24.54 - $25.28 $128,515 - $132,391	5,237 Added 3.26%	165,911 $4.16 Million
Q1 2024 May 02, 2024	BUY	$24.99 - $25.67 $563,974 - $579,320	22,568 Added 16.34%	160,674 $4.07 Million
Q4 2023 Feb 12, 2024	SELL	$23.71 - $25.74 $4.19 Million - $4.55 Million	-176,897 Reduced 56.16%	138,106 $3.54 Million
Q3 2023 Nov 09, 2023	BUY	$24.28 - $25.47 $243,844 - $255,795	10,043 Added 3.29%	315,003 $7.67 Million
Q2 2023 Aug 01, 2023	BUY	$25.22 - $26.01 $131,774 - $135,902	5,225 Added 1.74%	304,960 $7.7 Million
Q1 2023 Apr 13, 2023	BUY	$24.92 - $26.08 $422,244 - $441,899	16,944 Added 5.99%	299,735 $7.73 Million
Q4 2022 Feb 10, 2023	BUY	$24.25 - $25.85 $82,401 - $87,838	3,398 Added 1.22%	282,791 $7.11 Million
Q3 2022 Nov 14, 2022	BUY	$24.75 - $27.0 $147,015 - $160,380	5,940 Added 2.17%	279,393 $6.97 Million
Q2 2022 Aug 12, 2022	SELL	$25.67 - $27.71 $134,536 - $145,228	-5,241 Reduced 1.88%	273,453 $7.21 Million
Q1 2022 Jun 08, 2022	BUY	$27.54 - $29.46 $631,795 - $675,841	22,941 Added 8.97%	278,694 $7.75 Million
Q4 2021 Feb 14, 2022	BUY	$29.5 - $29.98 $321,461 - $326,692	10,897 Added 4.45%	255,753 $7.58 Million
Q3 2021 Nov 03, 2021	BUY	$29.83 - $30.33 $350,353 - $356,225	11,745 Added 5.04%	244,856 $7.31 Million
Q2 2021 Aug 09, 2021	BUY	$29.63 - $30.01 $1.41 Million - $1.43 Million	47,647 Added 25.69%	233,111 $7 Million
Q1 2021 May 11, 2021	BUY	$29.52 - $30.77 $2.38 Million - $2.49 Million	80,784 Added 77.17%	185,464 $5.5 Million
Q4 2020 Feb 11, 2021	BUY	$30.52 - $30.88 $3.19 Million - $3.23 Million	104,680 New	104,680 $3.22 Million

Others Institutions Holding SPAB

# of Institutions

480

Shares Held

235M

Call Options Held

300

Put Options Held

View Full List

About SPDR PORTFOLIO AGGREGATE BOND

Ticker SPAB
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Us Advisors Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History