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

Us Advisors Wealth Management, LLC

$308 Million
Q4 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 95,500 shares of SPAB stock, worth $2.4 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

95,500

Previous 146,045 34.61%

Holding current value

$2.4 Million

Previous $3.83 Million 37.65%

% of portfolio

0.78%

Previous 1.34%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$24.94 - $26.14 $1.26 Million - $1.32 Million	-50,545 Reduced 34.61%	95,500 $2.39 Million
Q3 2024 Nov 07, 2024	SELL	$24.86 - $26.33 $493,868 - $523,071	-19,866 Reduced 11.97%	146,045 $3.83 Million
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

503

Shares Held

267M

Call Options Held

800

Put Options Held

View Full List

About SPDR PORTFOLIO AGGREGATE BOND

Ticker SPAB
Sector ETFs
Industry ETFs

More about SPAB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Us Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.

Account

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