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SPDR Barclays Capital Aggregate Bo shares owned by ProVise Management Group

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

Historical chart of ProVise Management Group 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 ProVise Management Group 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 ProVise Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $446k 17k 25.64
2023-09-30 $348k 14k 24.34
2023-06-30 $286k 11k 25.37
2023-03-31 $299k 12k 25.79

More positions owned by ProVise Management Group

Ishares Tr Core Div Grwth (DGRO)
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Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr S&p Divid Etf (SDY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for ProVise Management Group

Top funds holding SPDR Barclays Capital Aggregate Bo

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

View all funds holding SPDR Barclays Capital Aggregate Bo