Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.95 Billion
Q2 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 12,634,914 shares of SPAB stock, worth $322 Million. This represents 5.44% of its overall portfolio holdings.

Number of Shares

12,634,914

Previous 11,745,372 7.57%

Holding current value

$322 Million

Previous $299 Million 8.04%

% of portfolio

5.44%

Previous 5.59%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$24.98 - $25.66 $22.2 Million - $22.8 Million	889,542 Added 7.57%	12,634,914 $323 Million
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

564

Shares Held

276M

Call Options Held

Put Options Held

300

View Full List

About SPDR PORTFOLIO AGGREGATE BOND

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Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History