Balance Wealth, LLC Spdr Portfolio Aggregate Bond Transaction History

Balance Wealth, LLC

  • $171 Billion
  • Q2 2025

A detailed history of Balance Wealth, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Balance Wealth, LLC holds 197,947 shares of SPAB stock, worth $5.05 Million. This represents 2.97% of its overall portfolio holdings.

Number of Shares
197,947
Previous 229,009 13.56%
Holding current value
$5.05 Million
Previous $5.85 Billion 13.36%
% of portfolio
2.97%
Previous 3.8%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$24.98 - $25.66 $775,928 - $797,050
-31,062 Reduced 13.56%
197,947 $5.07 Billion
Q1 2025

Apr 23, 2025
BUY
$24.73 - $25.62 $5.66 Million - $5.87 Million
229,009 New
229,009 $5.85 Billion

Others Institutions Holding SPAB

# of Institutions
555
Shares Held
286M
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
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