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SPDR Barclays Capital Aggregate Bo shares owned by CI Private Wealth

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

Historical chart of CI Private 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 CI Private 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $19M 739k 25.75
2024-06-30 $254k 10k 25.18
2024-03-31 $273k 11k 25.28
2023-12-31 $258k 10k 25.64

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Blackrock (BLK)
Microsoft Corporation (MSFT)
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Apple (AAPL)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ge Vernova (GEV)

View all positions for CI Private Wealth

Top funds holding SPDR Barclays Capital Aggregate Bo

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

View all funds holding SPDR Barclays Capital Aggregate Bo