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SPDR Barclays Capital Aggregate Bo shares owned by ERn Financial

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

Historical chart of ERn 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 ERn Financial 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 ERn Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 212k 26.14
2024-06-30 $5.7M 229k 25.09
2024-03-31 $6.4M 252k 25.28
2023-12-31 $6.3M 249k 25.32
2023-09-30 $5.9M 240k 24.34
2023-06-30 $4.8M 190k 25.37
2023-03-31 $4.8M 185k 25.79
2022-12-31 $3.0M 121k 25.13
2022-09-30 $2.5M 100k 24.95
2022-06-30 $2.8M 104k 26.35
2022-03-31 $3.6M 130k 27.79
2021-12-31 $4.3M 144k 29.62
2021-09-30 $4.3M 145k 29.85
2021-06-30 $4.4M 148k 30.01
2021-03-31 $3.8M 129k 29.65
2020-12-31 $3.8M 125k 30.79
2020-09-30 $5.3M 171k 30.81
2020-06-30 $5.2M 169k 30.86
2020-03-31 $5.5M 182k 30.22
2019-12-31 $9.0M 306k 29.38
2019-09-30 $7.9M 268k 29.64
2019-06-30 $7.2M 246k 29.17
2019-03-31 $6.3M 223k 28.30
2018-12-31 $6.2M 223k 27.85

More positions owned by ERn Financial

Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
John Hancock Exchange Traded Multifactor Mi (JHMM)
First Tr Exchange-traded Managd Mun Etf (FMB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Global Reit Etf (REET)

View all positions for ERn 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