Collaborative Wealth Managment Inc. Spdr Portfolio Aggregate Bond Transaction History

Collaborative Wealth Managment Inc.

  • $238 Million
  • Q3 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 15,245 shares of SPAB stock, worth $393,168. This represents 0.17% of its overall portfolio holdings.

Number of Shares
15,245
Previous 15,176 0.45%
Holding current value
$393,168
Previous $388,000 1.55%
% of portfolio
0.17%
Previous 0.17%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$25.21 - $25.99 $1,739 - $1,793
69 Added 0.45%
15,245 $394,000
Q2 2025

Aug 08, 2025
BUY
$24.98 - $25.66 $11,091 - $11,393
444 Added 3.01%
15,176 $388,000
Q1 2025

May 08, 2025
SELL
$24.73 - $25.62 $2,745 - $2,843
-111 Reduced 0.75%
14,732 $376,000
Q4 2024

Feb 10, 2025
SELL
$24.94 - $26.14 $28,306 - $29,668
-1,135 Reduced 7.1%
14,843 $370,000
Q3 2024

Nov 12, 2024
BUY
$24.86 - $26.33 $14,195 - $15,034
571 Added 3.71%
15,978 $417,000
Q2 2024

Aug 09, 2024
BUY
$24.54 - $25.28 $1,349 - $1,390
55 Added 0.36%
15,407 $386,000
Q1 2024

May 10, 2024
SELL
$24.99 - $25.67 $209,416 - $215,114
-8,380 Reduced 35.31%
15,352 $388,000
Q4 2023

Feb 07, 2024
SELL
$23.71 - $25.74 $136,877 - $148,597
-5,773 Reduced 19.57%
23,732 $608,000
Q3 2023

Nov 09, 2023
BUY
$24.28 - $25.47 $304,762 - $319,699
12,552 Added 74.04%
29,505 $718,000
Q2 2023

Aug 07, 2023
SELL
$25.22 - $26.01 $28,977 - $29,885
-1,149 Reduced 6.35%
16,953 $430,000
Q1 2023

May 08, 2023
SELL
$24.92 - $26.08 $442,080 - $462,659
-17,740 Reduced 49.5%
18,102 $466,000
Q4 2022

Feb 10, 2023
BUY
$24.25 - $25.85 $53,059 - $56,559
2,188 Added 6.5%
35,842 $900,000
Q3 2022

Nov 14, 2022
SELL
$24.75 - $27.0 $103,974 - $113,427
-4,201 Reduced 11.1%
33,654 $840,000
Q2 2022

Aug 15, 2022
SELL
$25.67 - $27.71 $76,932 - $83,046
-2,997 Reduced 7.34%
37,855 $997,000
Q4 2021

Feb 11, 2022
BUY
$29.5 - $29.98 $2,183 - $2,218
74 Added 0.18%
40,852 $1.21 Million
Q1 2021

May 12, 2022
BUY
$29.52 - $30.77 $1.2 Million - $1.25 Million
40,778 New
40,778 $1.13 Million

Others Institutions Holding SPAB

# of Institutions
549
Shares Held
282M
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
Track This Portfolio

Track Collaborative Wealth Managment Inc. Portfolio

Follow Collaborative Wealth Managment Inc. 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 Collaborative Wealth Managment Inc., based on Form 13F filings with the SEC.

News

Stay updated on Collaborative Wealth Managment Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email