Number of Shares
3.90 Mil
Current Holdings Value*
$99.78 Mil
% of Portfolio
1.82%
Total Estimate Gain
$-31.29 Mil
% of Total Estimate Gain
-10.17%

Gradient Investments LLC's SPDR Portfolio Aggregate Bond ETF Holding Summary

As of 2025-06-30, Gradient Investments LLC held 3.90 Mil shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $99.78 Mil. This investment constitutes 1.82% of their stock portfolio, and Gradient Investments LLC now holds 1.13% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.

The initial trade took place in 2018Q2. And since then Gradient Investments LLC has made 15 purchases of SPAB, at an average price of $28.85, for a total of 10.67 Mil shares. In addition, there have been 14 sales at an average price of $26.28 for 6.77 Mil shares. Based on historical transaction data and SPAB's current price of $25.28, Gradient Investments LLC's estimated gain on his SPAB holdings is $-31.29 Mil, reflecting a -10.17% gain to date.

Gradient Investments LLC SPAB ($25.28) Holding Chart

Gradient Investments LLC SPAB ($25.28) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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