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SPDR Barclays Capital Short Term Int ETF shares owned by Caldwell Trust

Quarter-by-quarter ownership of SPDR Barclays Capital Short Term Int ETF (BWZ) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in SPDR Barclays Capital Short Term Int ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Short Term Int ETF held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Short Term Int ETF by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5k 125 27.82
2021-12-31 $25k 819 30.39
2021-09-30 $26k 819 31.09
2021-06-30 $26k 819 31.75
2021-03-31 $26k 819 31.49
2020-12-31 $27k 819 32.82
2020-09-30 $26k 819 31.40
2020-06-30 $25k 819 30.51
2020-03-31 $24k 819 29.66
2019-12-31 $25k 819 30.86

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Ishares Tr Core S&p500 Etf (IVV)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Blackrock (BLK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Nextera Energy (NEE)
Mastercard Incorporated Cl A (MA)

View all positions for Caldwell Trust

Top funds holding SPDR Barclays Capital Short Term Int ETF

Advisor Group Holdings
Congress Wealth Management LLC / DE /
Quent Capital
David R. Rahn Inc. dba Avalon Capital Management
Financial Management Professionals
Checchi Capital Advisers
Almanack Investment Partners
Laurel Wealth Planning
Empowered Funds
Master's Wealth Management
Clarity Asset Management
Walkner Condon Financial Advisors
Cresset Asset Management
UBS Group
Morgan Stanley

View all funds holding SPDR Barclays Capital Short Term Int ETF