Precedent Wealth Partners, LLC Spdr Portfolio Aggregate Bond Transaction History

Precedent Wealth Partners, LLC

$454 Billion
Q3 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 96,902 shares of SPAB stock, worth $2.53 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

96,902

Previous 84,269 14.99%

Holding current value

$2.53 Million

Previous $2.16 Billion 16.11%

% of portfolio

0.55%

Previous 0.53%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$25.21 - $25.99 $318,477 - $328,331	12,633 Added 14.99%	96,902 $2.5 Billion
Q2 2025 Jul 21, 2025	BUY	$24.98 - $25.66 $185,926 - $190,987	7,443 Added 9.69%	84,269 $2.16 Billion
Q1 2025 Apr 17, 2025	SELL	$24.73 - $25.62 $195,663 - $202,705	-7,912 Reduced 9.34%	76,826 $1.96 Billion
Q4 2024 Jan 21, 2025	SELL	$24.94 - $26.14 $39,978 - $41,902	-1,603 Reduced 1.86%	84,738 $2.12 Billion
Q3 2024 Oct 17, 2024	BUY	$24.86 - $26.33 $463,266 - $490,659	18,635 Added 27.52%	86,341 $2.26 Billion
Q2 2024 Jul 23, 2024	BUY	$24.54 - $25.28 $409,867 - $422,226	16,702 Added 32.75%	67,706 $1.7 Billion
Q1 2024 Apr 23, 2024	BUY	$24.99 - $25.67 $80,342 - $82,529	3,215 Added 6.73%	51,004 $1.29 Billion
Q4 2023 Jan 18, 2024	BUY	$23.71 - $25.74 $1.13 Million - $1.23 Million	47,789 New	47,789 $1.23 Billion

Others Institutions Holding SPAB

# of Institutions

544

Shares Held

292M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO AGGREGATE BOND

Ticker SPAB
Sector ETFs
Industry ETFs

More about SPAB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Account

Precedent Wealth Partners, LLC Spdr Portfolio Aggregate Bond Transaction History