Family Wealth Group, LLC Spdr Portfolio Aggregate Bond Transaction History

Family Wealth Group, LLC

  • $105 Million
  • Q3 2025

A detailed history of Family Wealth Group, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Family Wealth Group, LLC holds 37,730 shares of SPAB stock, worth $973,056. This represents 0.93% of its overall portfolio holdings.

Number of Shares
37,730
Previous 56,534 33.26%
Holding current value
$973,056
Previous $1.45 Million 32.62%
% of portfolio
0.93%
Previous 1.5%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$25.21 - $25.99 $474,048 - $488,715
-18,804 Reduced 33.26%
37,730 $975,000
Q2 2025

Aug 04, 2025
SELL
$24.98 - $25.66 $212,404 - $218,186
-8,503 Reduced 13.07%
56,534 $1.45 Million
Q1 2025

May 14, 2025
SELL
$24.73 - $25.62 $868,888 - $900,158
-35,135 Reduced 35.07%
65,037 $1.66 Million
Q4 2024

May 14, 2025
SELL
$24.94 - $26.14 $22,894 - $23,996
-918 Reduced 0.91%
100,172 $2.5 Million
Q3 2024

Apr 01, 2025
BUY
$24.86 - $26.33 $440,767 - $466,830
17,730 Added 21.27%
101,090 $2.64 Million
Q3 2024

Nov 14, 2024
BUY
$24.86 - $26.33 $39,204 - $41,522
1,577 Added 1.87%
85,855 $2.24 Million
Q2 2024

Apr 01, 2025
BUY
$24.54 - $25.28 $204,589 - $210,759
8,337 Added 11.11%
83,360 $2.09 Million
Q2 2024

Aug 14, 2024
BUY
$24.54 - $25.28 $194,307 - $200,167
7,918 Added 10.37%
84,278 $2.11 Million
Q1 2024

Apr 01, 2025
BUY
$24.99 - $25.67 $519,517 - $533,653
20,789 Added 38.33%
75,023 $1.9 Billion
Q1 2024

Aug 14, 2024
BUY
$24.99 - $25.67 $519,517 - $533,653
20,789 Added 37.41%
76,360 $1.93 Million
Q4 2023

Apr 01, 2025
SELL
$23.71 - $25.74 $749,733 - $813,924
-31,621 Reduced 36.83%
54,234 $1.39 Billion
Q4 2023

Feb 14, 2024
BUY
$23.71 - $25.74 $1.32 Million - $1.43 Million
55,571 New
55,571 $1.42 Million

Others Institutions Holding SPAB

# of Institutions
547
Shares Held
282M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO AGGREGATE BOND

SPAB Quotes by TradingView
  • Ticker SPAB
  • Sector ETFs
  • Industry ETFs
More about SPAB
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