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SPDR Barclays Capital Aggregate Bo shares owned by Tolleson Wealth Management

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

Historical chart of Tolleson Wealth Management 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 Tolleson Wealth Management 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 Tolleson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $257k 10k 25.25
2023-12-31 $418k 16k 25.61
2023-09-30 $248k 10k 24.36
2023-06-30 $258k 10k 25.34
2023-03-31 $263k 10k 25.84
2022-12-31 $367k 15k 25.11
2022-09-30 $623k 25k 24.95
2022-06-30 $658k 25k 26.35

More positions owned by Tolleson Wealth Management

Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Ishares U.s. Equity Factor Etf Etf (LRGF)
Ishares International Equity Factor Etf Etf (INTF)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Spdr S&p 500 Etf Trust Etf (SPY)
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Ishares Russell Midcap Etf Etf (IWR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Vanguard Russell 3000 Etf Etf (VTHR)

View all positions for Tolleson Wealth Management

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