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SPDR Barclays Capital Inter Term shares owned by Certus Wealth Management

Quarter-by-quarter ownership of SPDR Barclays Capital Inter Term (SPTI) shares owned by Certus Wealth Management from 13F filings

Historical chart of Certus Wealth Management investment in SPDR Barclays Capital Inter Term

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Inter Term held by Certus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Inter Term by Certus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $758k 27k 27.74
2023-12-31 $838k 29k 28.56
2023-09-30 $1.2M 44k 27.53

More positions owned by Certus Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Grwth Etf (EFG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Certus Wealth Management

Top funds holding SPDR Barclays Capital Inter Term

Municipal Employees' Retirement System of Michigan
Merit Financial Group
UBS Group
Congress Wealth Management LLC / DE /
GLOBALT Investments LLC / GA
CWM
Stephens Group Asset Management
Assetmark
Private Advisor
Jpmorgan Chase & Co
Manning & Napier Group
CX Institutional
Wells Fargo & Company
Comprehensive Wealth Management
Sentinel Pension Advisors

View all funds holding SPDR Barclays Capital Inter Term