Wealth Plan Investment Management, LLC Spdr Portfolio Aggregate Bond Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 770,717 shares of SPAB stock, worth $19.4 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares

770,717

Previous 749,693 2.8%

Holding current value

$19.4 Million

Previous $18.7 Million 5.07%

% of portfolio

2.08%

Previous 1.98%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$24.73 - $25.62 $519,923 - $538,634	21,024 Added 2.8%	770,717 $19.7 Million
Q4 2024 Jan 30, 2025	BUY	$24.94 - $26.14 $2.05 Million - $2.15 Million	82,167 Added 12.31%	749,693 $18.7 Million
Q3 2024 Nov 05, 2024	BUY	$24.86 - $26.33 $16.6 Million - $17.6 Million	667,526 New	667,526 $17.4 Million
Q3 2023 Nov 09, 2023	BUY	$24.28 - $25.47 $13.9 Million - $14.6 Million	572,605 New	572,605 $13.9 Million
Q4 2022 Feb 15, 2023	BUY	$24.25 - $25.85 $132,865 - $141,632	5,479 Added 1.04%	530,245 $13.3 Million
Q3 2022 Dec 12, 2022	SELL	$24.75 - $27.0 $317,864 - $346,761	-12,843 Reduced 2.39%	524,766 $13.5 Million
Q1 2022 Sep 07, 2022	BUY	$27.54 - $29.46 $14.8 Million - $15.8 Million	537,609 New	537,609 $14.3 Million

Others Institutions Holding SPAB

# of Institutions

562

Shares Held

269M

Call Options Held

Put Options Held

300

View Full List

About SPDR PORTFOLIO AGGREGATE BOND

Ticker SPAB
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Wealth Plan Investment Management, LLC Spdr Portfolio Aggregate Bond Transaction History