Kwb Wealth Spdr Portfolio Aggregate Bond Transaction History
Kwb Wealth
- $882 Million
- Q3 2025
A detailed history of Kwb Wealth transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Kwb Wealth holds 1,770,360 shares of SPAB stock, worth $46.2 Million. This represents 5.19% of its overall portfolio holdings.
Number of Shares
1,770,360
Previous 1,973,889
10.31%
Holding current value
$46.2 Million
Previous $50.5 Million
9.44%
% of portfolio
5.19%
Previous 5.97%
Shares
20 transactions
Others Institutions Holding SPAB
# of Institutions
549Shares Held
293MCall 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