Willow Creek Wealth Management Inc. Spdr Portfolio Aggregate Bond Transaction History
Willow Creek Wealth Management Inc.
- $1.06 Billion
- Q2 2025
A detailed history of Willow Creek Wealth Management Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 3,695,021 shares of SPAB stock, worth $93.9 Million. This represents 8.95% of its overall portfolio holdings.
Number of Shares
3,695,021
Previous 3,576,418
3.32%
Holding current value
$93.9 Million
Previous $91.3 Million
3.56%
% of portfolio
8.95%
Previous 9.34%
Shares
30 transactions
Others Institutions Holding SPAB
# of Institutions
566Shares Held
275MCall Options Held
0Put Options Held
300-
Lpl Financial LLC Fort Mill, SC23MShares$586 Million0.24% of portfolio
-
Cwm, LLC17.1MShares$434 Million1.54% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.6MShares$321 Million5.44% of portfolio
-
State Street Corp Boston, MA11.6MShares$295 Million0.01% of portfolio
-
Envestnet Asset Management Inc11.4MShares$289 Million0.1% of portfolio