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SPDR Barclays Capital Aggregate Bo shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.9M 388k 25.64
2023-09-30 $7.4M 303k 24.34
2023-06-30 $8.4M 332k 25.37
2023-03-31 $11M 407k 25.79
2022-12-31 $14M 569k 25.13
2022-09-30 $18M 736k 24.95
2022-06-30 $12M 469k 26.35
2022-03-31 $6.3M 226k 27.79
2021-12-31 $8.1M 274k 29.62
2021-09-30 $7.9M 266k 29.85
2021-06-30 $7.6M 254k 30.01
2021-03-31 $8.2M 278k 29.65
2020-12-31 $6.5M 211k 30.79
2020-09-30 $3.9M 128k 30.84
2020-06-30 $6.1M 197k 30.87
2020-03-31 $5.4M 179k 30.31
2019-12-31 $4.7M 160k 29.44
2019-09-30 $3.3M 111k 29.64
2019-06-30 $3.5M 121k 29.17
2019-03-31 $3.3M 115k 28.54
2018-12-31 $15k 532 28.20
2018-09-30 $17k 607 28.01
2018-06-30 $32k 1.1k 28.27
2018-03-31 $20k 724 27.62
2017-12-31 $28k 974 28.75
2017-09-30 $27k 974 27.72

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding SPDR Barclays Capital Aggregate Bo

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

View all funds holding SPDR Barclays Capital Aggregate Bo