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SPDR Barclay Cp Intr Trm Cr Bd shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of SPDR Barclay Cp Intr Trm Cr Bd (SPIB) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in SPDR Barclay Cp Intr Trm Cr Bd

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclay Cp Intr Trm Cr Bd held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclay Cp Intr Trm Cr Bd by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.9M 90k 32.83
2023-09-30 $2.8M 90k 31.45
2023-06-30 $3.0M 95k 31.85
2023-03-31 $3.8M 118k 32.28
2022-12-31 $4.3M 135k 31.65
2022-09-30 $5.9M 188k 31.19
2022-06-30 $8.1M 249k 32.53
2022-03-31 $7.8M 228k 34.15
2021-12-31 $8.2M 227k 36.15
2021-09-30 $8.2M 226k 36.52
2021-06-30 $7.8M 213k 36.70
2021-03-31 $7.7M 212k 36.25
2020-12-31 $7.7M 208k 37.18
2020-09-30 $7.4M 200k 36.82
2020-06-30 $7.1M 193k 36.62
2020-03-31 $6.3M 186k 33.83
2019-12-31 $5.1M 144k 35.31
2019-09-30 $2.0k 63 31.75
2018-06-30 $137k 4.1k 33.21
2017-09-30 $5.0k 143 34.97

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding SPDR Barclay Cp Intr Trm Cr Bd

Charles Schwab Investment Management
Charles Schwab Investment Advisory
Creative Planning
Financial Gravity Wealth
D.A. Davidson & Co.
Wells Fargo & Company
CliftonLarsonAllen Wealth Advisors
State of New Jersey Common Pension Fund D
Ge Investment Management Corp.
Mission Wealth Management
Jane Street
HighTower Advisors
Eastern Bank
Buckingham Capital Management
Capital Advisors

View all funds holding SPDR Barclay Cp Intr Trm Cr Bd