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SPDR Barclays Capital Aggregate Bo shares owned by McMill Wealth Management

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

Historical chart of McMill Wealth 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 McMill Wealth 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 McMill Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 188k 25.85
2025-06-30 $4.8M 188k 25.59
2025-03-31 $4.9M 192k 25.54
2024-12-31 $5.2M 207k 24.99

More positions owned by McMill Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Dimensional Us Marketwide Value Etf US Marketwide Value ETF (DFUV)
American Centy Etf Tr US SML Value ETF (AVUV)
Spdr Ser Tr Large Cap ETF (SPLG)
Dimensional Etftrust Internatnalval (DFIV)
Dimensional Etftrust US Large Cap (DFUS)
American Centy Etf Tr Us Lgeval (AVLV)
Dimensional Etftrust US Small Cap
Dimensional Etftrust Us Targetedvlu (DFAT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etftrust World Equityetf (DFAW)
Ishares Tr Trust S&P 500 Index Fund (IVV)
Vanguardscottsdale Fds Shrt Trm Corpbd (VCSH)
Dimensional Etftrust Emgr Cre Eqtmng (DFAE)
Dimensional Etftrust Global Realest (DFGR)

View all positions for McMill Wealth Management

Top funds holding SPDR Barclays Capital Aggregate Bo

LPL Financial
CWM
CliftonLarsonAllen Wealth Advisors
HPM Partners
Envestnet Asset Management
State Street Corporation
RiverFront Investment Group
Horizon Investments
Exchange Traded Concepts
Advisor Group Holdings
Willow Creek Wealth Management
Gradient Investments
Tobias Financial Advisors
Wealth Enhancement Advisory Services
Baker Avenue Asset Management

View all funds holding SPDR Barclays Capital Aggregate Bo