Fermata Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

Fermata Advisors, LLC

  • $495 Million
  • Q1 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 87,235 shares of SPAB stock, worth $2.22 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
87,235
Previous 80,740 8.04%
Holding current value
$2.22 Million
Previous $2.02 Million 10.21%
% of portfolio
0.45%
Previous 0.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$24.73 - $25.62 $160,621 - $166,401
6,495 Added 8.04%
87,235 $2.22 Million
Q4 2024

Jan 14, 2025
SELL
$24.94 - $26.14 $195,828 - $205,251
-7,852 Reduced 8.86%
80,740 $2.02 Million
Q3 2024

Oct 09, 2024
SELL
$24.86 - $26.33 $3,206 - $3,396
-129 Reduced 0.15%
88,592 $2.32 Million
Q2 2024

Jul 12, 2024
BUY
$24.54 - $25.28 $87,681 - $90,325
3,573 Added 4.2%
88,721 $2.23 Million
Q1 2024

Apr 12, 2024
BUY
$24.99 - $25.67 $2.13 Million - $2.19 Million
85,148 New
85,148 $2.15 Million

Others Institutions Holding SPAB

# of Institutions
543
Shares Held
271M
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 Fermata Advisors, LLC Portfolio

Follow Fermata Advisors, LLC 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 Fermata Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fermata Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email