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SPDR Barclays Capital Aggregate Bo shares owned by LWMG

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

Historical chart of LWMG 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 LWMG 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 LWMG

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 443k 26.14
2024-06-30 $9.0M 360k 25.09
2024-03-31 $8.6M 341k 25.28
2023-12-31 $8.5M 333k 25.64
2023-09-30 $7.9M 323k 24.34
2023-06-30 $7.7M 303k 25.37
2023-03-31 $7.3M 282k 25.79
2022-12-31 $5.4M 216k 25.13

More positions owned by LWMG

Ishares Tr Core Div Grwth (DGRO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Tips Bd Etf (TIP)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
3M Company (MMM)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for LWMG

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