CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323M | Buy |
12,634,914
+889,542
| +8% | +$22.8M | 5.43% | 4 |
|
|
2025
Q1 | $300M | Sell |
11,745,372
-1,075,695
| -8% | -$27.5M | 5.59% | 4 |
|
|
2024
Q4 | $320M | Buy |
12,821,067
+888,988
| +7% | +$22.2M | 6.21% | 4 |
|
|
2024
Q3 | $312M | Buy |
11,932,079
+1,129,056
| +10% | +$29.5M | 7.19% | 3 |
|
|
2024
Q2 | $271M | Buy |
10,803,023
+848,951
| +9% | +$21.3M | 5.81% | 4 |
|
|
2024
Q1 | $252M | Buy |
9,954,072
+2,950,659
| +42% | +$74.6M | 5.73% | 4 |
|
|
2023
Q4 | $180M | Buy |
7,003,413
+188,600
| +3% | +$4.84M | 4.47% | 4 |
|
|
2023
Q3 | $166M | Buy |
6,814,813
+490,616
| +8% | +$11.9M | 4.64% | 4 |
|
|
2023
Q2 | $160M | Buy |
6,324,197
+2,500,735
| +65% | +$63.4M | 4.5% | 3 |
|
|
2023
Q1 | $98.6M | Buy |
+3,823,462
| New | +$98.6M | 2.91% | 12 |
|