Capital Planning Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

Capital Planning Advisors, LLC

  • $704 Million
  • Q3 2025

A detailed history of Capital Planning Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 14,232 shares of SPAB stock, worth $367,043. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,232
Previous 14,232 -0.0%
Holding current value
$367,043
Previous $364,000 0.82%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$24.98 - $25.66 $19,884 - $20,425
-796 Reduced 5.3%
14,232 $364,000
Q1 2025

May 12, 2025
BUY
$24.73 - $25.62 $133,171 - $137,963
5,385 Added 55.84%
15,028 $383,000
Q2 2024

Aug 12, 2024
SELL
$24.54 - $25.28 $59,926 - $61,733
-2,442 Reduced 20.21%
9,643 $241,000
Q1 2024

May 15, 2024
BUY
$24.99 - $25.67 $302,004 - $310,221
12,085 New
12,085 $305,000

Others Institutions Holding SPAB

# of Institutions
544
Shares Held
280M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO AGGREGATE BOND

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