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SPDR Barclays Capital Aggregate Bo shares owned by Capital Planning Advisors

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

Historical chart of Capital Planning 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 Capital Planning 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 Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $241k 9.6k 24.99
2024-09-30 $252k 9.6k 26.14
2024-06-30 $242k 9.6k 25.09
2024-03-31 $306k 12k 25.28

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Alphabet Cap Stk Cl A (GOOGL)
Investment Managers Ser Tr I Axs Knowledge Le (KNO)
Amazon (AMZN)

View all positions for Capital Planning Advisors

Top funds holding SPDR Barclays Capital Aggregate Bo

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

View all funds holding SPDR Barclays Capital Aggregate Bo