Fermata Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Fermata Advisors, LLC
- $335 Million
- Q2 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 84,214 shares of SPAB stock, worth $2.14 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
84,214
Previous 87,235
3.46%
Holding current value
$2.14 Million
Previous $2.22 Million
3.06%
% of portfolio
0.64%
Previous 0.45%
Shares
6 transactions
Others Institutions Holding SPAB
# of Institutions
566Shares Held
275MCall Options Held
0Put Options Held
300-
Lpl Financial LLC Fort Mill, SC23MShares$586 Million0.24% of portfolio
-
Cwm, LLC17.1MShares$434 Million1.54% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.6MShares$321 Million5.44% of portfolio
-
State Street Corp Boston, MA11.6MShares$295 Million0.01% of portfolio
-
Envestnet Asset Management Inc11.4MShares$289 Million0.1% of portfolio