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SPDR Barclays Capital Aggregate Bo shares owned by Epic Trust Investment Advisors

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

Historical chart of Epic Trust Investment 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 Epic Trust Investment 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 Epic Trust Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $909k 36k 25.28
2023-12-31 $840k 33k 25.64
2023-09-30 $214k 8.8k 24.34

More positions owned by Epic Trust Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Epic Trust Investment Advisors

Top funds holding SPDR Barclays Capital Aggregate Bo

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

View all funds holding SPDR Barclays Capital Aggregate Bo