Waller Financial Planning Group, Inc Spdr Portfolio Aggregate Bond Transaction History

Waller Financial Planning Group, Inc

  • $372 Million
  • Q2 2024

A detailed history of Waller Financial Planning Group, Inc transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 918,676 shares of SPAB stock, worth $22.9 Million. This represents 6.19% of its overall portfolio holdings.

Number of Shares
918,676
Previous 912,009 0.73%
Holding current value
$22.9 Million
Previous $23.1 Million 0.03%
% of portfolio
6.19%
Previous 6.14%

Shares

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

Jul 02, 2024
BUY
$24.54 - $25.28 $163,608 - $168,541
6,667 Added 0.73%
918,676 $23 Million
Q1 2024

Apr 02, 2024
SELL
$24.99 - $25.67 $54,253 - $55,729
-2,171 Reduced 0.24%
912,009 $23.1 Million
Q4 2023

Jan 03, 2024
SELL
$23.71 - $25.74 $541,631 - $588,004
-22,844 Reduced 2.44%
914,180 $23.4 Million
Q3 2023

Oct 18, 2023
BUY
$24.28 - $25.47 $239,522 - $251,261
9,865 Added 1.06%
937,024 $22.8 Million
Q2 2023

Jul 05, 2023
SELL
$25.22 - $26.01 $90,312 - $93,141
-3,581 Reduced 0.38%
927,159 $23.5 Million
Q1 2023

Apr 18, 2023
BUY
$24.92 - $26.08 $6.61 Million - $6.92 Million
265,415 Added 39.89%
930,740 $24 Million
Q4 2022

Jan 05, 2023
SELL
$24.4 - $25.85 $1.81 Million - $1.91 Million
-74,013 Reduced 10.01%
665,325 $0
Q3 2022

Oct 20, 2022
SELL
N/A
-72,036 Reduced 8.88%
739,338 $18.4 Million
Q2 2022

Jul 18, 2022
SELL
N/A
-550,045 Reduced 40.4%
811,374 $21.4 Million
Q1 2022

Apr 18, 2022
SELL
N/A
-87,518 Reduced 6.04%
1,361,419 $37.8 Million
Q4 2021

Jan 26, 2022
BUY
N/A
98 Added 0.01%
1,448,937 $42.9 Million
Q3 2021

Oct 19, 2021
BUY
N/A
44,648 Added 3.18%
1,448,839 $43.2 Million
Q2 2021

Jul 22, 2021
BUY
N/A
51,318 Added 3.79%
1,404,191 $42.1 Million
Q1 2021

Apr 14, 2021
BUY
N/A
225,784 Added 20.03%
1,352,873 $40.1 Million
Q4 2020

Jan 14, 2021
BUY
N/A
263,546 Added 30.52%
1,127,089 $34.7 Million
Q3 2020

Oct 19, 2020
BUY
N/A
67,203 Added 8.44%
863,543 $26.6 Million
Q2 2020

Jul 14, 2020
BUY
N/A
418,209 Added 110.6%
796,340 $24.6 Million
Q1 2020

Apr 13, 2020
BUY
N/A
71,329 Added 23.25%
378,131 $11.4 Million
Q4 2019

Jan 15, 2020
BUY
N/A
490 Added 0.16%
306,802 $9.01 Million
Q3 2019

Oct 30, 2019
BUY
N/A
17,673 Added 6.12%
306,312 $9.01 Million
Q2 2019

Jul 16, 2019
BUY
N/A
23,320 Added 8.79%
288,639 $8.37 Million
Q1 2019

Apr 17, 2019
BUY
N/A
21,946 Added 9.02%
265,319 $7.51 Million
Q4 2018

Jan 30, 2019
BUY
N/A
243,373 New
243,373 $6.78 Million

Others Institutions Holding SPAB

# of Institutions
462
Shares Held
237M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO AGGREGATE BOND

SPAB Quotes by TradingView
  • Ticker SPAB
  • Sector ETFs
  • Industry ETFs
More about SPAB
Track This Portfolio

Track Waller Financial Planning Group, Inc Portfolio

Follow Waller Financial Planning Group, Inc 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 Waller Financial Planning Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Waller Financial Planning Group, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email