Simplicity Wealth,Llc Spdr Portfolio Aggregate Bond Transaction History

Simplicity Wealth,Llc

$1.59 Billion
Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Simplicity Wealth,Llc holds 366,701 shares of SPAB stock, worth $9.56 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

366,701

Previous 626,788 41.5%

Holding current value

$9.56 Million

Previous $16 Million 40.92%

% of portfolio

0.6%

Previous 0.71%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$25.21 - $25.99 $6.56 Million - $6.76 Million	-260,087 Reduced 41.5%	366,701 $9.48 Million
Q2 2025 Jul 22, 2025	BUY	$24.98 - $25.66 $12.1 Million - $12.4 Million	482,535 Added 334.51%	626,788 $16 Million
Q1 2025 Apr 14, 2025	BUY	$24.73 - $25.62 $3.57 Million - $3.7 Million	144,253 New	144,253 $3.68 Million
Q3 2024 Oct 09, 2024	SELL	$24.86 - $26.33 $1.2 Million - $1.27 Million	-48,173 Reduced 24.15%	151,324 $3.96 Million
Q2 2024 Jul 10, 2024	BUY	$24.54 - $25.28 $489,376 - $504,133	19,942 Added 11.11%	199,497 $5.01 Million
Q1 2024 Apr 24, 2024	SELL	$24.99 - $25.67 $488,479 - $501,771	-19,547 Reduced 9.82%	179,555 $4.54 Million
Q4 2023 Jan 29, 2024	BUY	$23.71 - $25.74 $2.65 Million - $2.87 Million	111,661 Added 127.7%	199,102 $5.1 Million
Q3 2023 Oct 19, 2023	BUY	$24.28 - $25.47 $909,625 - $954,208	37,464 Added 74.96%	87,441 $2.13 Million
Q2 2023 Jul 26, 2023	BUY	$25.22 - $26.01 $75,786 - $78,160	3,005 Added 6.4%	49,977 $1.27 Million
Q1 2023 Apr 27, 2023	BUY	$24.92 - $26.08 $917,803 - $960,526	36,830 Added 363.14%	46,972 $1.21 Million
Q4 2022 Feb 15, 2023	SELL	$24.25 - $25.85 $294,661 - $314,103	-12,151 Reduced 54.51%	10,142 $254,000
Q3 2022 Oct 12, 2022	BUY	$24.75 - $27.0 $9,306 - $10,152	376 Added 1.72%	22,293 $556,000
Q2 2022 Jul 19, 2022	SELL	$25.67 - $27.71 $381,507 - $411,826	-14,862 Reduced 40.41%	21,917 $578,000
Q1 2022 May 20, 2022	SELL	$27.54 - $29.46 $6.95 Million - $7.44 Million	-252,387 Reduced 87.28%	36,779 $1.02 Million
Q4 2021 Feb 25, 2022	BUY	$29.5 - $29.98 $8.53 Million - $8.67 Million	289,166 New	289,166 $8.57 Million

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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Account

Simplicity Wealth,Llc Spdr Portfolio Aggregate Bond Transaction History