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SPDR Barclays Capital Aggregate Bo shares owned by Compass Financial

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

Historical chart of Compass Financial 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 Compass Financial 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 Compass Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 88k 25.85
2025-06-30 $2.4M 94k 25.60
2025-03-31 $2.4M 94k 25.54
2024-12-31 $2.4M 96k 24.99
2024-09-30 $2.7M 102k 26.14
2024-06-30 $2.6M 102k 25.20
2024-03-31 $2.6M 102k 25.28
2023-12-31 $2.6M 102k 25.64
2023-03-31 $2.8M 108k 25.79
2022-12-31 $2.7M 109k 25.13
2022-09-30 $379k 15k 24.92
2022-06-30 $401k 15k 26.37
2022-03-31 $434k 16k 27.81
2021-12-31 $492k 17k 29.60
2021-09-30 $508k 17k 29.83
2021-06-30 $512k 17k 29.99
2021-03-31 $505k 17k 29.64
2020-12-31 $658k 21k 30.78
2020-09-30 $603k 20k 30.83
2020-03-31 $457k 15k 30.21
2019-12-31 $432k 15k 29.33
2019-09-30 $438k 15k 29.64
2019-06-30 $436k 15k 29.16
2019-03-31 $235k 8.3k 28.48
2018-09-30 $343k 12k 27.67
2018-06-30 $340k 12k 27.91
2018-03-31 $323k 12k 28.18
2017-12-31 $1.9M 64k 28.74
2017-09-30 $1.6M 28k 57.72
2017-06-30 $1.6M 28k 57.67
2017-03-31 $1.7M 30k 57.11
2016-12-31 $1.7M 30k 56.93
2016-09-30 $1.8M 31k 59.24
2016-06-30 $1.8M 31k 59.40
2016-03-31 $2.1M 35k 58.56
2015-12-31 $2.0M 35k 57.06

More positions owned by Compass Financial

iShares S&P 500 Index (IVV)
iShares Russell 3000 Index (IWV)
iShares Russell 1000 Growth Index (IWF)
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF)
Janus Detroit Str Tr (JAAA)
Vanguard Total Stock Market ETF (VTI)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Dimensional Etf Trust National Municip (DFNM)
Innovator Etfs Tr russell 2000 p (KOCT)
Dimensional Etf Trust (DFAE)
Capital Group Core Plus Inco (CGCP)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Vanguard Europe Pacific ETF (VEA)
Dimensional Etf Trust (DFIV)
SPDR DJ Wilshire Large Cap (SPLG)

View all positions for Compass Financial

Top funds holding SPDR Barclays Capital Aggregate Bo

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

View all funds holding SPDR Barclays Capital Aggregate Bo