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SPDR Barclays Cptl Shrt Term Corp Bd ETF shares owned by Rockwood Wealth Management

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

Historical chart of Rockwood Wealth Management 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 Rockwood Wealth Management 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 Rockwood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 86k 29.77
2023-12-31 $1.9M 65k 29.78
2023-09-30 $2.1M 71k 29.32
2023-06-30 $2.3M 77k 29.44
2023-03-31 $2.3M 78k 29.63
2022-12-31 $2.3M 78k 29.38
2022-09-30 $519k 18k 29.22

More positions owned by Rockwood Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares U S Etf Tr Blackrock Short (MEAR)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Rockwood Wealth Management

Top funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF

Creative Planning
Jpmorgan Chase & Co
ValMark Advisers
Bank of America Corporation
LPL Financial
Morgan Stanley
Envestnet Asset Management
Baird Financial
Fisher Investments
Huntington National Bank
Tiaa Trust, National Association
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Advisory Alpha

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