Epstein & White Financial »

SPDR Barclays Capital Aggregate Bo shares owned by Epstein & White Financial

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

Historical chart of Epstein & White Financial 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 Epstein & White Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Barclays Capital Aggregate Bo by Epstein & White Financial

Quarter filed Position value Share count Share price at filing
2021-06-30 $36M 1.2M 30.03
2021-03-31 $34M 1.1M 29.65
2020-12-31 $38M 1.2M 30.79
2020-09-30 $33M 1.1M 30.80
2020-06-30 $30M 982k 30.85
2020-03-31 $44M 1.5M 30.22
2019-12-31 $36M 1.2M 29.38
2018-03-31 $1.7M 61k 27.95

More positions owned by Epstein & White Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Core Msci Emkt (IEMG)

View all positions for Epstein & White Financial

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