Willow Creek Wealth Management Inc. SPAB Holdings History
Willow Creek Wealth Management Inc.'s SPDR Portfolio Aggregate Bond ETF Holding Summary
As of 2025-06-30, Willow Creek Wealth Management Inc. held 3.70 Mil shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $94.59 Mil. This investment constitutes 8.51% of their stock portfolio, and Willow Creek Wealth Management Inc. now holds 1.1% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.
The initial trade took place in 2018Q2. And since then Willow Creek Wealth Management Inc. has made 14 purchases of SPAB, at an average price of $29.20, for a total of 4.44 Mil shares. In addition, there have been 12 sales at an average price of $26.30 for 745,418.00 shares. Based on historical transaction data and SPAB's current price of $25.35, Willow Creek Wealth Management Inc.'s estimated gain on his SPAB holdings is $-16.37 Mil, reflecting a -12.63% gain to date.
Willow Creek Wealth Management Inc. SPAB ($25.35) Holding Chart
Willow Creek Wealth Management Inc. SPAB ($25.35) 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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