Family Wealth Group, LLC Spdr Portfolio Aggregate Bond Transaction History

Family Wealth Group, LLC

$63.6 Million
Q1 2025

A detailed history of Family Wealth Group, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Family Wealth Group, LLC holds 65,037 shares of SPAB stock, worth $1.63 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares

65,037

Previous 100,172 35.07%

Holding current value

$1.63 Million

Previous $2.5 Million 33.64%

% of portfolio

2.61%

Previous 2.27%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$24.73 - $25.62 $868,888 - $900,158	-35,135 Reduced 35.07%	65,037 $1.66 Million
Q4 2024 May 14, 2025	SELL	$24.94 - $26.14 $22,894 - $23,996	-918 Reduced 0.91%	100,172 $2.5 Million
Q3 2024 Apr 01, 2025	BUY	$24.86 - $26.33 $440,767 - $466,830	17,730 Added 21.27%	101,090 $2.64 Million
Q3 2024 Nov 14, 2024	BUY	$24.86 - $26.33 $39,204 - $41,522	1,577 Added 1.87%	85,855 $2.24 Million
Q2 2024 Apr 01, 2025	BUY	$24.54 - $25.28 $204,589 - $210,759	8,337 Added 11.11%	83,360 $2.09 Million
Q2 2024 Aug 14, 2024	BUY	$24.54 - $25.28 $194,307 - $200,167	7,918 Added 10.37%	84,278 $2.11 Million
Q1 2024 Apr 01, 2025	BUY	$24.99 - $25.67 $519,517 - $533,653	20,789 Added 38.33%	75,023 $1.9 Billion
Q1 2024 Aug 14, 2024	BUY	$24.99 - $25.67 $519,517 - $533,653	20,789 Added 37.41%	76,360 $1.93 Million
Q4 2023 Apr 01, 2025	SELL	$23.71 - $25.74 $749,733 - $813,924	-31,621 Reduced 36.83%	54,234 $1.39 Billion
Q4 2023 Feb 14, 2024	BUY	$23.71 - $25.74 $1.32 Million - $1.43 Million	55,571 New	55,571 $1.42 Million

Others Institutions Holding SPAB

# of Institutions

562

Shares Held

269M

Call Options Held

Put Options Held

300

View Full List

About SPDR PORTFOLIO AGGREGATE BOND

Ticker SPAB
Sector ETFs
Industry ETFs

More about SPAB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.

Account

Family Wealth Group, LLC Spdr Portfolio Aggregate Bond Transaction History