SPDR Barclays Capital Aggregate Bo shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of SPDR Barclays Capital Aggregate Bo (SPAB) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in SPDR Barclays Capital Aggregate Bo
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Quarterly reported holdings in SPDR Barclays Capital Aggregate Bo by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $21M | 825k | 25.64 |
| 2023-09-30 | $20M | 824k | 24.34 |
| 2023-06-30 | $21M | 814k | 25.37 |
| 2023-03-31 | $21M | 798k | 25.79 |
| 2022-12-31 | $19M | 771k | 25.13 |
| 2022-03-31 | $21M | 758k | 27.79 |
| 2021-12-31 | $21M | 694k | 29.62 |
| 2021-09-30 | $21M | 701k | 29.85 |
| 2021-06-30 | $20M | 681k | 30.01 |
| 2021-03-31 | $26M | 876k | 29.65 |
| 2020-12-31 | $25M | 802k | 30.79 |
| 2020-09-30 | $24M | 777k | 30.81 |
| 2020-06-30 | $24M | 894k | 26.85 |
| 2020-03-31 | $23M | 747k | 30.22 |
| 2019-12-31 | $16M | 559k | 29.38 |
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