Precedent Wealth Partners, LLC Spdr Portfolio Aggregate Bond Transaction History

Precedent Wealth Partners, LLC

$477 Billion
Q4 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 115,074 shares of SPAB stock, worth $2.97 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

115,074

Previous 96,902 18.75%

Holding current value

$2.97 Million

Previous $2.5 Billion 18.29%

% of portfolio

0.62%

Previous 0.55%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$25.75 - $26.12 $467,929 - $474,652	18,172 Added 18.75%	115,074 $2.96 Billion
Q3 2025 Oct 14, 2025	BUY	$25.21 - $25.99 $318,477 - $328,331	12,633 Added 14.99%	96,902 $2.5 Billion
Q2 2025 Jul 21, 2025	BUY	$24.98 - $25.66 $185,926 - $190,987	7,443 Added 9.69%	84,269 $2.16 Billion
Q1 2025 Apr 17, 2025	SELL	$24.73 - $25.62 $195,663 - $202,705	-7,912 Reduced 9.34%	76,826 $1.96 Billion
Q4 2024 Jan 21, 2025	SELL	$24.94 - $26.14 $39,978 - $41,902	-1,603 Reduced 1.86%	84,738 $2.12 Billion

Q3 2024 Oct 17, 2024	BUY	$24.86 - $26.33 $463,266 - $490,659	18,635 Added 27.52%	86,341 $2.26 Billion
Q2 2024 Jul 23, 2024	BUY	$24.54 - $25.28 $409,867 - $422,226	16,702 Added 32.75%	67,706 $1.7 Billion
Q1 2024 Apr 23, 2024	BUY	$24.99 - $25.67 $80,342 - $82,529	3,215 Added 6.73%	51,004 $1.29 Billion
Q4 2023 Jan 18, 2024	BUY	$23.71 - $25.74 $1.13 Million - $1.23 Million	47,789 New	47,789 $1.23 Billion

Others Institutions Holding SPAB

# of Institutions

544

Shares Held

280M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO AGGREGATE BOND

Ticker SPAB
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Precedent Wealth Partners, LLC Spdr Portfolio Aggregate Bond Transaction History