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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
2024-03-31 $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

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

View all positions for ERn Financial

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