Tobias Financial Advisors, Inc. Spdr Portfolio Aggregate Bond Transaction History
Tobias Financial Advisors, Inc.
- $499 Million
- Q1 2025
A detailed history of Tobias Financial Advisors, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 3,299,115 shares of SPAB stock, worth $83.4 Million. This represents 16.87% of its overall portfolio holdings.
Number of Shares
3,299,115
Previous 3,133,384
5.29%
Holding current value
$83.4 Million
Previous $78.3 Million
7.61%
% of portfolio
16.87%
Previous 16.2%
Shares
22 transactions
Others Institutions Holding SPAB
# of Institutions
561Shares Held
269MCall Options Held
0Put Options Held
300-
Lpl Financial LLC Fort Mill, SC23MShares$583 Million0.24% of portfolio
-
Cwm, LLC16MShares$404 Million1.63% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.7MShares$297 Million5.59% of portfolio
-
State Street Corp Boston, MA11.6MShares$293 Million0.01% of portfolio
-
Envestnet Asset Management Inc11.4MShares$288 Million0.1% of portfolio