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SPDR Barclays Capital Aggregate Bo shares owned by Balance Wealth

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

Historical chart of Balance Wealth 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 Balance Wealth 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 Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 60k 25.85
2025-06-30 $5.1M 198k 25.60
2025-03-31 $5.8M 229k 25.54

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
2023 Etf Series Trust Brandes Internat (BINV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Balance Wealth

Top funds holding SPDR Barclays Capital Aggregate Bo

LPL Financial
CWM
CliftonLarsonAllen Wealth Advisors
HPM Partners
Envestnet Asset Management
State Street Corporation
RiverFront Investment Group
Horizon Investments
Exchange Traded Concepts
Advisor Group Holdings
Willow Creek Wealth Management
Gradient Investments
Tobias Financial Advisors
Wealth Enhancement Advisory Services
Baker Avenue Asset Management

View all funds holding SPDR Barclays Capital Aggregate Bo