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SPDR Barclays Capital Aggregate Bo shares owned by Crestwood Advisors

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

Historical chart of Crestwood 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 Crestwood 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 Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.2M 236k 26.14
2024-06-30 $6.1M 243k 25.09
2024-03-31 $6.3M 251k 25.28
2023-12-31 $7.2M 282k 25.64

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Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Fiserv Stock (FI)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Visa Inc Com Cl A Stock (V)
Danaher Corporation Stock (DHR)
Home Depot Stock (HD)
Booking Holdings Stock (BKNG)
Salesforce Stock (CRM)
Blackstone Stock (BX)
Ishares U.s. Treasury Bond Etf Etf (GOVT)

View all positions for Crestwood 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