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SPDR Barclays Capital Aggregate Bo shares owned by Medallion Wealth Advisors

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

Historical chart of Medallion Wealth Advisors 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 Medallion Wealth Advisors 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 Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $367k 14k 25.62
2025-12-31 $530k 21k 25.75
2025-09-30 $592k 23k 25.85
2025-06-30 $642k 25k 25.50
2025-03-31 $643k 25k 25.52
2024-12-31 $554k 22k 24.99