Private Wealth Group, LLC Spdr Portfolio Aggregate Bond Transaction History

Private Wealth Group, LLC

$185 Million
Q2 2025

A detailed history of Private Wealth Group, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Private Wealth Group, LLC holds 81,004 shares of SPAB stock, worth $2.07 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

81,004

Previous 83,631 3.14%

Holding current value

$2.07 Million

Previous $2.13 Million 2.72%

% of portfolio

1.12%

Previous 1.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$24.98 - $25.66 $65,622 - $67,408	-2,627 Reduced 3.14%	81,004 $2.07 Million
Q1 2025 Apr 16, 2025	SELL	$24.73 - $25.62 $149,393 - $154,770	-6,041 Reduced 6.74%	83,631 $2.13 Million
Q4 2024 Jan 17, 2025	SELL	$24.94 - $26.14 $91,829 - $96,247	-3,682 Reduced 3.94%	89,672 $2.24 Million
Q3 2024 Oct 28, 2024	BUY	$24.86 - $26.33 $1.68 Million - $1.78 Million	67,748 Added 264.58%	93,354 $2.44 Million
Q2 2024 Jul 24, 2024	SELL	$24.54 - $25.28 $401,695 - $413,808	-16,369 Reduced 39.0%	25,606 $642,000
Q1 2024 Apr 25, 2024	BUY	$24.99 - $25.67 $408,111 - $419,216	16,331 Added 63.68%	41,975 $1.06 Million
Q4 2023 Jan 26, 2024	SELL	$23.71 - $25.74 $2.31 Million - $2.51 Million	-97,537 Reduced 79.18%	25,644 $657,000
Q3 2023 Nov 14, 2023	BUY	$24.28 - $25.47 $1.32 Million - $1.38 Million	54,260 Added 78.73%	123,181 $3 Million
Q2 2023 Aug 10, 2023	BUY	$25.22 - $26.01 $1.74 Million - $1.79 Million	68,921 New	68,921 $1.75 Million

Others Institutions Holding SPAB

# of Institutions

564

Shares Held

276M

Call Options Held

Put Options Held

300

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 Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Group, LLC with notifications on news.

Account

Private Wealth Group, LLC Spdr Portfolio Aggregate Bond Transaction History