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SPDR Barclays Capital Aggregate Bo shares owned by Ascent Group

Quarter-by-quarter ownership of SPDR Barclays Capital Aggregate Bo (SPAB) shares owned by Ascent Group from 13F filings

Historical chart of Ascent Group investment in SPDR Barclays Capital Aggregate Bo

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Aggregate Bo held by Ascent Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Aggregate Bo by Ascent Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $503k 21k 24.23
2023-06-30 $243k 9.7k 25.07
2023-03-31 $1.1M 44k 25.79
2022-12-31 $2.0M 79k 25.13
2022-09-30 $1.2M 51k 24.61
2022-06-30 $438k 16k 27.00
2022-03-31 $298k 11k 27.82
2021-12-31 $1.0M 36k 29.15

More positions owned by Ascent Group

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
UnitedHealth (UNH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Procter & Gamble Company (PG)
Ishares Tr TRS FLT RT BD (TFLO)
Mastercard Incorporated Cl A (MA)
Vanguard Index Fds Value Etf (VTV)
Adobe Systems Incorporated (ADBE)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Ascent Group

Top funds holding SPDR Barclays Capital Aggregate Bo

LPL Financial
CWM
Envestnet Asset Management
CliftonLarsonAllen Wealth Advisors
HPM Partners
RiverFront Investment Group
Wealth Enhancement Advisory Services
Private Advisor
Gradient Investments
Wealthsource Partners
Huntington Asset Advisors
Advisor Group Holdings
Syon Capital
Tobias Financial Advisors
Baker Avenue Asset Management

View all funds holding SPDR Barclays Capital Aggregate Bo