Family Wealth Group, LLC Spdr Portfolio Aggregate Bond Transaction History

Family Wealth Group, LLC

$96.6 Million
Q2 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 56,534 shares of SPAB stock, worth $1.47 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

56,534

Previous 65,037 13.07%

Holding current value

$1.47 Million

Previous $1.66 Million 12.88%

% of portfolio

1.5%

Previous 2.61%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$24.98 - $25.66 $212,404 - $218,186	-8,503 Reduced 13.07%	56,534 $1.45 Million
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

548

Shares Held

293M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO AGGREGATE BOND

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Family Wealth Group, LLC Spdr Portfolio Aggregate Bond Transaction History