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SPDR Barclays Capital Aggregate Bo shares owned by Brown Financial Advisory

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

Historical chart of Brown Financial Advisory 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 Brown Financial Advisory 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 Brown Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $457k 18k 25.28
2023-12-31 $464k 18k 25.64
2022-12-31 $680k 27k 25.13
2022-09-30 $4.4M 177k 24.95
2022-06-30 $2.8M 108k 26.35
2022-03-31 $7.3M 265k 27.79
2021-12-31 $2.2M 73k 29.63
2021-09-30 $2.3M 78k 29.85
2021-06-30 $2.3M 76k 30.02
2021-03-31 $2.4M 81k 29.65
2020-12-31 $2.2M 71k 30.79

More positions owned by Brown Financial Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Ser Tr Portfli High Yld (SPHY)

View all positions for Brown Financial Advisory

Top funds holding SPDR Barclays Capital Aggregate Bo

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

View all funds holding SPDR Barclays Capital Aggregate Bo