Wcg Wealth Advisors LLC Spdr Portfolio Aggregate Bond Transaction History

Wcg Wealth Advisors LLC

$1.21 Billion
Q1 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 411,363 shares of SPAB stock, worth $10.4 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

411,363

Previous 411,363 -0.0%

Holding current value

$10.4 Million

Previous $10.5 Million -0.0%

% of portfolio

0.87%

Previous 0.8%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$24.73 - $25.62 $1.43 Million - $1.48 Million	-57,800 Reduced 12.32%	411,363 $10.5 Million
Q4 2024 Feb 18, 2025	BUY	$24.94 - $26.14 $224,335 - $235,129	8,995 Added 1.95%	469,163 $11.7 Million
Q3 2024 Nov 13, 2024	SELL	$24.86 - $26.33 $1.73 Million - $1.83 Million	-69,414 Reduced 13.11%	460,168 $12 Million
Q2 2024 Aug 12, 2024	BUY	$24.54 - $25.28 $1.27 Million - $1.31 Million	51,765 Added 10.83%	529,582 $13.3 Million
Q1 2024 May 13, 2024	SELL	$24.99 - $25.67 $701,094 - $720,171	-28,055 Reduced 5.55%	477,817 $12.1 Million
Q4 2023 Feb 08, 2024	SELL	$23.71 - $25.74 $1.36 Million - $1.48 Million	-57,473 Reduced 10.2%	505,872 $13 Million
Q3 2023 Nov 09, 2023	SELL	$24.28 - $25.47 $3.14 Million - $3.29 Million	-129,363 Reduced 18.67%	563,345 $13.9 Million
Q2 2023 Aug 14, 2023	BUY	$25.22 - $26.01 $1.02 Million - $1.05 Million	40,470 Added 6.2%	692,708 $17.6 Million
Q1 2023 May 15, 2023	SELL	$24.92 - $26.08 $55,023 - $57,584	-2,208 Reduced 0.34%	652,238 $16.8 Million
Q4 2022 Feb 14, 2023	BUY	$24.25 - $25.85 $53,374 - $56,895	2,201 Added 0.34%	654,446 $16.4 Million
Q3 2022 Nov 14, 2022	BUY	$24.75 - $27.0 $582,887 - $635,877	23,551 Added 3.75%	652,245 $16.3 Million
Q2 2022 Aug 23, 2022	BUY	$25.67 - $27.71 $6.25 Million - $6.74 Million	243,308 Added 63.13%	628,694 $16.6 Million
Q2 2022 Aug 15, 2022	BUY	$25.67 - $27.71 $9.89 Million - $10.7 Million	385,386 New	385,386 $12.6 Million

Others Institutions Holding SPAB

# of Institutions

562

Shares Held

269M

Call Options Held

Put Options Held

300

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About SPDR PORTFOLIO AGGREGATE BOND

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Wcg Wealth Advisors LLC Spdr Portfolio Aggregate Bond Transaction History