Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.35 Billion
  • Q1 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 11,745,372 shares of SPAB stock, worth $295 Million. This represents 5.59% of its overall portfolio holdings.

Number of Shares
11,745,372
Previous 12,821,067 8.39%
Holding current value
$295 Million
Previous $320 Million 6.56%
% of portfolio
5.59%
Previous 6.21%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$24.73 - $25.62 $26.6 Million - $27.6 Million
-1,075,695 Reduced 8.39%
11,745,372 $299 Million
Q4 2024

Jan 14, 2025
BUY
$24.94 - $26.14 $22.2 Million - $23.2 Million
888,988 Added 7.45%
12,821,067 $320 Million
Q3 2024

Oct 11, 2024
BUY
$24.86 - $26.33 $28.1 Million - $29.7 Million
1,129,056 Added 10.45%
11,932,079 $312 Million
Q2 2024

Jul 11, 2024
BUY
$24.54 - $25.28 $20.8 Million - $21.5 Million
848,951 Added 8.53%
10,803,023 $271 Million
Q1 2024

May 02, 2024
BUY
$24.99 - $25.67 $73.7 Million - $75.7 Million
2,950,659 Added 42.13%
9,954,072 $252 Million
Q4 2023

Jan 16, 2024
BUY
$23.71 - $25.74 $4.47 Million - $4.85 Million
188,600 Added 2.77%
7,003,413 $180 Million
Q3 2023

Oct 13, 2023
BUY
$24.28 - $25.47 $11.9 Million - $12.5 Million
490,616 Added 7.76%
6,814,813 $166 Million
Q2 2023

Jul 14, 2023
BUY
$25.22 - $26.01 $63.1 Million - $65 Million
2,500,735 Added 65.4%
6,324,197 $160 Million
Q1 2023

Apr 12, 2023
BUY
$24.92 - $26.08 $95.3 Million - $99.7 Million
3,823,462 New
3,823,462 $98.6 Million

Others Institutions Holding SPAB

# of Institutions
561
Shares Held
269M
Call Options Held
0
Put Options Held
300
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 Cliftonlarsonallen Wealth Advisors, LLC Portfolio

Follow Cliftonlarsonallen Wealth Advisors, LLC 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 Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email