Balance Wealth, LLC Spdr Portfolio Aggregate Bond Transaction History

Balance Wealth, LLC

  • $405 Billion
  • Q3 2025

A detailed history of Balance Wealth, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Balance Wealth, LLC holds 60,161 shares of SPAB stock, worth $1.55 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
60,161
Previous 197,947 69.61%
Holding current value
$1.55 Million
Previous $5.07 Billion 69.31%
% of portfolio
0.38%
Previous 2.97%

Shares

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

Oct 20, 2025
SELL
$25.21 - $25.99 $3.47 Million - $3.58 Million
-137,786 Reduced 69.61%
60,161 $1.56 Billion
Q2 2025

Aug 13, 2025
SELL
$24.98 - $25.66 $775,928 - $797,050
-31,062 Reduced 13.56%
197,947 $5.07 Billion
Q1 2025

Apr 23, 2025
BUY
$24.73 - $25.62 $5.66 Million - $5.87 Million
229,009 New
229,009 $5.85 Billion

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
Track This Portfolio

Track Balance Wealth, LLC Portfolio

Follow Balance Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balance Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balance Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email