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SPDR Barclays Capital Inter Term shares owned by Vertex Planning Partners

Quarter-by-quarter ownership of SPDR Barclays Capital Inter Term (SPTI) shares owned by Vertex Planning Partners from 13F filings

Historical chart of Vertex Planning Partners 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 Vertex Planning Partners 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $960k 34k 28.18
2023-12-31 $443k 16k 28.56
2023-09-30 $515k 19k 27.53
2023-06-30 $1.7M 62k 28.29
2023-03-31 $1.6M 56k 28.94
2022-12-31 $638k 23k 28.24

More positions owned by Vertex Planning Partners

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Wisdomtree Tr Us Total Dividnd (DTD)
Wisdomtree Tr Itl High Div Fd (DTH)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

Top funds holding SPDR Barclays Capital Inter Term

LPL Financial
Financial Engines Advisors L.L.C
Municipal Employees' Retirement System of Michigan
Merit Financial Group
Envestnet Asset Management
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

View all funds holding SPDR Barclays Capital Inter Term