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SPDR Barclays Capital Aggregate Bo shares owned by Baker Avenue Asset Management

Quarter-by-quarter ownership of SPDR Barclays Capital Aggregate Bo (SPAB) shares owned by Baker Avenue Asset Management from 13F filings

Historical chart of Baker Avenue Asset Management 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 Baker Avenue Asset Management 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 Baker Avenue Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $71M 2.7M 26.14
2024-03-31 $74M 2.9M 25.28
2023-12-31 $72M 2.8M 25.64
2023-09-30 $433k 18k 24.34
2023-06-30 $909k 36k 25.37
2023-03-31 $1.6M 60k 25.79
2022-12-31 $1.6M 62k 25.13
2022-09-30 $47M 1.9M 24.95
2022-06-30 $49M 1.8M 26.35
2022-03-31 $53M 1.9M 27.79
2021-12-31 $56M 1.9M 29.62
2021-09-30 $54M 1.8M 29.85
2021-06-30 $53M 1.8M 30.01
2021-03-31 $67M 2.3M 29.65
2020-12-31 $67M 2.2M 30.79
2020-09-30 $61M 2.0M 30.81
2020-06-30 $51M 1.7M 30.86
2020-03-31 $49M 1.6M 30.22
2019-12-31 $47M 1.6M 29.38
2019-09-30 $47M 1.6M 29.64
2019-06-30 $45M 1.6M 29.17
2019-03-31 $43M 1.5M 28.54
2018-12-31 $27M 969k 27.85
2018-09-30 $28M 1.0M 27.71
2018-06-30 $26M 945k 27.89
2018-03-31 $26M 924k 28.16
2017-12-31 $23M 814k 28.74
2017-09-30 $25M 425k 57.71
2017-06-30 $23M 405k 57.67
2017-03-31 $23M 399k 57.12
2016-12-31 $29M 515k 56.92
2016-09-30 $29M 492k 59.25
2016-06-30 $27M 450k 59.41
2016-03-31 $12M 206k 58.55

More positions owned by Baker Avenue Asset Management

Simpson Manufacturing (SSD)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core S&p500 Etf (IVV)
Electronic Arts (EA)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Baker Avenue Asset Management

Top funds holding SPDR Barclays Capital Aggregate Bo

LPL Financial
CWM
CliftonLarsonAllen Wealth Advisors
Envestnet Asset Management
HPM Partners
RiverFront Investment Group
State Street Corporation
Wealth Enhancement Advisory Services
Gradient Investments
Advisor Group Holdings
Private Advisor
Syon Capital
Huntington Asset Advisors
Tobias Financial Advisors
Jpmorgan Chase & Co

View all funds holding SPDR Barclays Capital Aggregate Bo