Kwb Wealth Spdr Portfolio Aggregate Bond Transaction History
Kwb Wealth
- $847 Million
- Q2 2025
A detailed history of Kwb Wealth transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Kwb Wealth holds 1,973,889 shares of SPAB stock, worth $50.2 Million. This represents 5.97% of its overall portfolio holdings.
Number of Shares
1,973,889
Previous 2,451,771
19.49%
Holding current value
$50.2 Million
Previous $62.5 Million
19.14%
% of portfolio
5.97%
Previous 7.96%
Shares
19 transactions
Others Institutions Holding SPAB
# of Institutions
567Shares Held
273MCall Options Held
0Put Options Held
300-
Lpl Financial LLC Fort Mill, SC23MShares$586 Million0.24% of portfolio
-
Cwm, LLC16MShares$406 Million1.63% 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