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SPDR Barclays Capital Aggregate Bo shares owned by Fortis Group Advisors

Quarter-by-quarter ownership of SPDR Barclays Capital Aggregate Bo (SPAB) shares owned by Fortis Group Advisors from 13F filings

Historical chart of Fortis Group Advisors investment in SPDR Barclays Capital Aggregate Bo

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Aggregate Bo held by Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Aggregate Bo by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $241k 9.3k 25.79
2023-09-30 $241k 9.3k 25.79
2023-06-30 $239k 9.4k 25.37
2023-03-31 $241k 9.3k 25.86
2020-09-30 $1.8M 59k 30.80

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares 1-3yr MF Closed and MF Open (SHY)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Ishares Russell MF Closed and MF Open (IWO)
Spdr Gold Common Stock (GLD)
Apple Common Stock (AAPL)
Vanguard World Mega Grwth Ind (MGK)
T Rowe Price Etf Cap Appreciation (TCAF)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Amazon Common Stock (AMZN)

View all positions for Fortis Group Advisors

Top funds holding SPDR Barclays Capital Aggregate Bo

LPL Financial
CWM
Envestnet Asset Management
CliftonLarsonAllen Wealth Advisors
HPM Partners
RiverFront Investment Group
Wealth Enhancement Advisory Services
Private Advisor
Gradient Investments
Wealthsource Partners
Huntington Asset Advisors
Advisor Group Holdings
Syon Capital
Tobias Financial Advisors
Baker Avenue Asset Management

View all funds holding SPDR Barclays Capital Aggregate Bo