Moneta Group Investment Advisors LLC Spdr Portfolio Aggregate Bond Transaction History
Moneta Group Investment Advisors LLC
- $12.3 Billion
- Q3 2025
A detailed history of Moneta Group Investment Advisors LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 821,788 shares of SPAB stock, worth $21.2 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
821,788
Previous 420,478
95.44%
Holding current value
$21.2 Million
Previous $10.8 Million
97.35%
% of portfolio
0.17%
Previous 0.13%
Shares
34 transactions
Others Institutions Holding SPAB
# of Institutions
546Shares Held
280MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22MShares$567 Million0.18% of portfolio
-
Cwm, LLC17MShares$438 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$365 Million5.8% of portfolio
-
Cerity Partners LLC New York, NY11.1MShares$286 Million0.47% of portfolio
-
Envestnet Asset Management Inc10.4MShares$269 Million0.08% of portfolio