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SPDR Barclays Capital Aggregate Bo shares owned by Valley Financial Management

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

Historical chart of Valley Financial 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 Valley Financial 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 Valley Financial Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $295k 12k 25.37
2023-03-31 $300k 12k 25.79
2022-12-31 $292k 12k 25.13
2022-09-30 $274k 11k 24.95

More positions owned by Valley Financial Management

Vanguard Russell 1000 Growth ETF Exchange Traded Fund (VONG)
VanEck Morningstar Wide Moat ETF Exchange Traded Fund (MOAT)
WisdomTree Europe Quality Div Gr ETF Exchange Traded Fund (EUDG)
WisdomTree Europe Hedged Equity ETF Exchange Traded Fund (HEDJ)
Vanguard Value ETF Exchange Traded Fund (VTV)
iShares Semiconductor ETF Exchange Traded Fund (SOXX)
iShares Core US Aggregate Bond ETF Exchange Traded Fund (AGG)
Invesco Aerospace & Defense ETF Exchange Traded Fund (PPA)
Health Care Select Sector SPDR Exchange Traded Fund (XLV)
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)
SPDR Exchange Traded Fund (KRE)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
iShares Core MSCI Pacific ETF Exchange Traded Fund (IPAC)
SPDR Exchange Traded Fund (XOP)
Vanguard Mid-Cap Growth ETF Exchange Traded Fund (VOT)

View all positions for Valley Financial 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