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SPDR Barclays Cptl Shrt Term Corp Bd ETF shares owned by Sweet Financial Partners

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

Historical chart of Sweet Financial Partners investment in SPDR Barclays Cptl Shrt Term Corp Bd ETF

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All positions including SPDR Barclays Cptl Shrt Term Corp Bd ETF held by Sweet Financial 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 Sweet Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.0M 268k 29.77
2023-12-31 $7.7M 259k 29.78
2023-09-30 $7.6M 258k 29.32
2023-06-30 $7.3M 247k 29.44
2023-03-31 $3.4M 114k 29.63

More positions owned by Sweet Financial Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Intl Equity Index F Vanguard Intl Equity Index F (VEU)
Ishares Tr Exponential Tech (XT)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Growth Strength (FTGS)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Wisdomtree Tr Em Ex St-owned (XSOE)
Spdr Ser Tr Portfolio Short (SPSB)
Apple (AAPL)
Spdr Index Shs Fds S&p North Amer (NANR)
Microsoft Corporation (MSFT)
Visa Com Cl A (V)

View all positions for Sweet Financial Partners

Top funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF

Creative Planning
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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