Crestwood Advisors Group LLC Spdr Portfolio Aggregate Bond Transaction History

Crestwood Advisors Group LLC

$5.4 Billion
Q2 2025

A detailed history of Crestwood Advisors Group LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 337,417 shares of SPAB stock, worth $8.61 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

337,417

Previous 356,623 5.39%

Holding current value

$8.61 Million

Previous $9.11 Million 5.17%

% of portfolio

0.16%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$24.98 - $25.66 $479,765 - $492,825	-19,206 Reduced 5.39%	337,417 $8.64 Million
Q1 2025 May 05, 2025	SELL	$24.73 - $25.62 $1.48 Million - $1.53 Million	-59,865 Reduced 14.37%	356,623 $9.11 Million
Q4 2024 Feb 04, 2025	BUY	$24.94 - $26.14 $4.51 Million - $4.73 Million	180,793 Added 76.71%	416,488 $10.4 Million
Q3 2024 Oct 30, 2024	SELL	$24.86 - $26.33 $175,536 - $185,916	-7,061 Reduced 2.91%	235,695 $6.16 Million
Q2 2024 Aug 01, 2024	SELL	$24.54 - $25.28 $197,350 - $203,301	-8,042 Reduced 3.21%	242,756 $6.09 Million
Q1 2024 May 08, 2024	SELL	$24.99 - $25.67 $769,667 - $790,610	-30,799 Reduced 10.94%	250,798 $6.34 Million
Q4 2023 Jan 29, 2024	BUY	$23.71 - $25.74 $6.68 Million - $7.25 Million	281,597 New	281,597 $7.22 Million

Others Institutions Holding SPAB

# of Institutions

564

Shares Held

276M

Call Options Held

Put Options Held

300

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Crestwood Advisors Group LLC Spdr Portfolio Aggregate Bond Transaction History