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SPDR Barclays Capital Aggregate Bo shares owned by CVFG

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

Historical chart of CVFG 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 CVFG 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 CVFG

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 130k 25.85
2025-06-30 $2.8M 111k 25.60
2025-03-31 $2.6M 102k 25.54
2024-12-31 $2.3M 93k 24.99

More positions owned by CVFG

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Spdr Series Trust Portfolio S&p400 (SPMD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Capital Group Core Balanced SHS (CGBL)
Ishares Tr Hdg Msci Eafe (HEFA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for CVFG

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