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SPDR Barclays Capital Aggregate Bo shares owned by Burt Wealth Advisors

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

Historical chart of Burt Wealth Advisors 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 Burt Wealth Advisors 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 Burt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.3M 317k 26.14
2024-06-30 $8.1M 321k 25.09
2024-03-31 $8.3M 330k 25.28
2023-12-31 $8.5M 330k 25.64
2022-06-30 $8.4M 317k 26.35

More positions owned by Burt Wealth Advisors

Caci Intl Cl A (CACI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Intermed Term (BIV)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Msci Eafe Min Vl (EFAV)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr 0-5 Yr Tips Etf (STIP)
UnitedHealth (UNH)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr National Mun Etf (MUB)

View all positions for Burt Wealth Advisors

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