Fermata Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Fermata Advisors, LLC
- $344 Million
- Q3 2025
A detailed history of Fermata Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Fermata Advisors, LLC holds 80,699 shares of SPAB stock, worth $2.1 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
80,699
              Previous 84,214
              
        
           4.17%
        
      
          
        Holding current value
$2.1 Million
            Previous $2.16 Million
            
        
           3.2%
        
      
          
        % of portfolio
0.61%
            Previous 0.64%
          
        Shares
	  7 transactions
	
  Others Institutions Holding SPAB
# of Institutions
544Shares Held
292MCall Options Held
0Put Options Held
0- 
    
      State Street Corp Boston, MA23.6MShares$616 Million0.02% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC22.2MShares$578 Million0.2% of portfolio
- 
    
      Cwm, LLC17MShares$443 Million1.32% of portfolio
- 
    
      Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$369 Million5.8% of portfolio
- 
    
      Envestnet Asset Management Inc11.1MShares$289 Million0.09% of portfolio