Values Added Financial LLC Spdr Portfolio Aggregate Bond Transaction History

Values Added Financial LLC

  • $225 Billion
  • Q3 2025

A detailed history of Values Added Financial LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Values Added Financial LLC holds 273,390 shares of SPAB stock, worth $7.05 Million. This represents 3.14% of its overall portfolio holdings.

Number of Shares
273,390
Previous 264,621 3.31%
Holding current value
$7.05 Million
Previous $6.77 Billion 4.32%
% of portfolio
3.14%
Previous 3.28%

Shares

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

Oct 31, 2025
BUY
$25.21 - $25.99 $221,066 - $227,906
8,769 Added 3.31%
273,390 $7.07 Billion
Q2 2025

Jul 23, 2025
SELL
$24.98 - $25.66 $1.31 Million - $1.34 Million
-52,395 Reduced 16.53%
264,621 $6.77 Billion
Q1 2025

Apr 28, 2025
BUY
$24.73 - $25.62 $1.82 Million - $1.88 Million
73,569 Added 30.22%
317,016 $8.1 Billion
Q4 2024

Jan 29, 2025
BUY
$24.94 - $26.14 $441,861 - $463,122
17,717 Added 7.85%
243,447 $6.08 Billion
Q3 2024

Oct 28, 2024
BUY
$24.86 - $26.33 $899,882 - $953,093
36,198 Added 19.1%
225,730 $5.9 Billion
Q2 2024

Jul 30, 2024
SELL
$24.54 - $25.28 $638,972 - $658,240
-26,038 Reduced 12.08%
189,532 $4.76 Billion
Q1 2024

Apr 25, 2024
SELL
$24.99 - $25.67 $34,861 - $35,809
-1,395 Reduced 0.64%
215,570 $5.45 Billion
Q4 2023

Jan 18, 2024
BUY
$23.71 - $25.74 $198,144 - $215,109
8,357 Added 4.01%
216,965 $5.56 Billion
Q3 2023

Oct 19, 2023
SELL
$24.28 - $25.47 $528,988 - $554,914
-21,787 Reduced 9.46%
208,608 $5.08 Billion
Q2 2023

Jul 24, 2023
BUY
$25.22 - $26.01 $5.81 Million - $5.99 Million
230,395 New
230,395 $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

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