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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
2023-12-31 $7.2M 282k 25.64

More positions owned by Crestwood Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
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Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Visa Inc Com Cl A Stock (V)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Fiserv Stock (FI)
Costco Whsl Corp Stock (COST)
Blackstone Stock (BX)
Adobe Stock (ADBE)
Accenture Plc Ireland Shs Class A Stock (ACN)
Danaher Corporation Stock (DHR)
Tjx Cos Stock (TJX)

View all positions for Crestwood Advisors

Top funds holding SPDR Barclays Capital Aggregate Bo

CWM
CliftonLarsonAllen Wealth Advisors
HPM Partners
RiverFront Investment Group
Wealth Enhancement Advisory Services
Private Advisor
Gradient Investments
Wealthsource Partners
Advisor Group Holdings
Huntington Asset Advisors
Syon Capital
Tobias Financial Advisors
Baker Avenue Asset Management
Good Life Advisors
KWB Wealth

View all funds holding SPDR Barclays Capital Aggregate Bo