Kwb Wealth Spdr Portfolio Aggregate Bond Transaction History
Kwb Wealth
- $891 Million
- Q4 2025
A detailed history of Kwb Wealth transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Kwb Wealth holds 255,628 shares of SPAB stock, worth $6.59 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
255,628
Previous 1,770,360
85.56%
Holding current value
$6.59 Million
Previous $45.8 Million
85.6%
% of portfolio
0.74%
Previous 5.19%
Shares
21 transactions
Others Institutions Holding SPAB
# of Institutions
545Shares Held
278MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22MShares$567 Million0.18% of portfolio
-
Cwm, LLC17MShares$438 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$365 Million5.8% of portfolio
-
Cerity Partners LLC New York, NY11.1MShares$286 Million0.47% of portfolio
-
Envestnet Asset Management Inc10.4MShares$269 Million0.08% of portfolio