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CliftonLarsonAllen Wealth Advisors »

SPDR Barclays Capital Aggregate Bo shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen 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 CliftonLarsonAllen 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 CliftonLarsonAllen Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$312M	12M	26.14
2024-06-30	$271M	11M	25.09
2024-03-31	$252M	10M	25.28
2023-12-31	$180M	7.0M	25.64
2023-09-30	$166M	6.8M	24.34
2023-06-30	$160M	6.3M	25.37
2023-03-31	$99M	3.8M	25.79

More positions owned by CliftonLarsonAllen Wealth Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Spdr Ser Tr Portfolio Agrgte (SPAB)

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

Ishares Tr Core Msci Eafe (IEFA)

Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

Ishares Tr S&p 500 Grwt Etf (IVW)

Proshares Tr S&p 500 Dv Arist (NOBL)

Ishares Tr S&p 500 Val Etf (IVE)

Spdr Ser Tr Portfolio Intrmd (SPIB)

Ishares Tr National Mun Etf (MUB)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

Ishares Tr Core Us Aggbd Et (AGG)

Spdr Ser Tr Portfolio S&p600 (SPSM)

Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for CliftonLarsonAllen 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

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