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SPDR Barclays Cptl Shrt Term Corp Bd ETF shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in SPDR Barclays Cptl Shrt Term Corp Bd ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Cptl Shrt Term Corp Bd ETF held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Cptl Shrt Term Corp Bd ETF by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $31M 1.0M 29.78
2023-09-30 $32M 1.1M 29.32
2023-06-30 $29M 976k 29.44
2023-03-31 $21M 720k 29.63
2022-12-31 $12M 405k 29.38

More positions owned by Concord Wealth Partners

Spdr Ser Tr Portfolio Short (SPSB)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr Core Div Grwth (DGRO)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Short Treas Bd (SHV)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

View all positions for Concord Wealth Partners

Top funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF

Creative Planning
Jpmorgan Chase & Co
ValMark Advisers
Bank of America Corporation
Baird Financial
Fisher Investments
Huntington National Bank
Tiaa Trust, National Association
RiverFront Investment Group
Wells Fargo & Company
UBS Group
Litman Gregory Asset Management
Goldman Sachs Group
MCF Advisors
Pnc Financial Services

View all funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF