Olio Financial Planning Spdr Portfolio Aggregate Bond Transaction History
Olio Financial Planning
- $340 Million
- Q3 2025
A detailed history of Olio Financial Planning transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Olio Financial Planning holds 8,777 shares of SPAB stock, worth $226,358. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,777
Previous 8,357
5.03%
Holding current value
$226,358
Previous $213,000
6.1%
% of portfolio
0.07%
Previous 0.07%
Shares
2 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