Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Legacy Wealth Managment »

SPDR Barclays Capital Short Term Int ETF shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment 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 Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in SPDR Barclays Capital Short Term Int ETF by Legacy Wealth Managment

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$752	27	27.85
2025-06-30	$758	27	28.07
2025-03-31	$710	27	26.30
2024-12-31	$693	27	25.70
2024-09-30	$2.9k	114	25.74

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)

NeoVo (NEOV)

Spdr Series Trust Bloomberg 1-3 Mo (BIL)

Oracle Corporation (ORCL)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

Proshares Tr Bitcoin Etf (BITO)

Eagle Pt Cr (ECC)

Ishares Tr Ultra Short Dur (ICSH)

Fs Kkr Capital Corp (FSK)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)

Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)

First Tr Exchange-traded First Tr Enh New (FTSM)

Cion Invt Corp (CION)

Viper Energy Cl A (VNOM)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Legacy Wealth Managment

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z