Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Dogwood Wealth Management »

SPDR Barclays Capital Aggregate Bo shares owned by Dogwood Wealth Management

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

Historical chart of Dogwood Wealth Management 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 Dogwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in SPDR Barclays Capital Aggregate Bo by Dogwood Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$10k	392	25.85
2025-06-30	$9.9k	392	25.30
2025-03-31	$10k	392	25.54
2024-12-31	$9.8k	392	24.99
2024-09-30	$10k	392	26.14
2024-06-30	$9.8k	390	25.11
2024-03-31	$420k	17k	25.28
2023-12-31	$670k	26k	25.64

More positions owned by Dogwood Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)

Spdr Series Trust Prtflo S&p500 Vl (SPYV)

Vanguard Index Fds Total Stk Mkt (VTI)

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

American Centy Etf Tr Avantis Us Larg (AVLC)

Vaneck Merk Gold Etf Gold Shs (OUNZ)

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

Ishares Tr 1 3 Yr Treas Bd (SHY)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

Ishares Tr National Mun Etf (MUB)

Proshares Tr S&p Mdcp 400 Div (REGL)

Spdr Series Trust Prtflo S&p500 Gw (SPYG)

Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)

Ishares Tr Core S&p500 Etf (IVV)

American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Dogwood Wealth Management

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

Wealth Enhancement Advisory Services

Tobias Financial Advisors

Baker Avenue Asset Management

View all funds holding SPDR Barclays Capital Aggregate Bo

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z