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SPDR Barclays Capital Aggregate Bo shares owned by GeoWealth Management

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

Historical chart of GeoWealth 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 GeoWealth Management 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.3M 134k 24.34
2023-06-30 $3.5M 140k 25.37
2023-03-31 $3.3M 130k 25.79
2022-12-31 $4.8M 190k 25.13
2022-09-30 $4.4M 178k 24.95
2022-06-30 $4.5M 170k 26.35
2022-03-31 $4.5M 161k 27.79
2021-12-31 $5.4M 181k 29.62
2021-09-30 $5.6M 186k 29.85
2021-06-30 $5.3M 178k 30.01
2021-03-31 $3.5M 119k 29.65
2020-12-31 $7.4M 240k 30.79
2020-09-30 $3.3M 109k 30.79
2020-06-30 $3.5M 114k 30.85
2020-03-31 $1.3M 42k 30.22

More positions owned by GeoWealth Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Invesco Actively Managed Etf Total Return (GTO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Exchange Listed Fds Tr Cabana Target 13
Exchange Listed Fds Tr Cabana Target 7 (TDSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Exchange Listed Fds Tr Cabana Target 16
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)

View all positions for GeoWealth Management

Top funds holding SPDR Barclays Capital Aggregate Bo

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

View all funds holding SPDR Barclays Capital Aggregate Bo