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SPDR Barclays Capital Aggregate Bo shares owned by Ohe Financial

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

Historical chart of Ohe Financial 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 Ohe Financial 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 111k 26.14
2024-06-30 $2.8M 112k 25.09
2024-03-31 $2.7M 107k 25.28
2023-09-30 $2.1M 86k 24.34
2023-06-30 $2.0M 79k 25.37
2023-03-31 $1.6M 60k 25.79
2022-12-31 $1.3M 51k 25.13
2022-09-30 $1.0M 42k 24.96

More positions owned by Ohe Financial

Vanguard Growth Index Fund Etf (VUG)
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Ishares S&p 500 Value Etf Etf (IVE)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Total Bond Market Index Fund Etf (BND)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Ohe Financial

Top funds holding SPDR Barclays Capital Aggregate Bo

LPL Financial
CWM
State Street Corporation
CliftonLarsonAllen Wealth Advisors
Envestnet Asset Management
HPM Partners
RiverFront Investment Group
Wealth Enhancement Advisory Services
Gradient Investments
Advisor Group Holdings
Private Advisor
Syon Capital
Huntington Asset Advisors
Tobias Financial Advisors
Equitable Holdings

View all funds holding SPDR Barclays Capital Aggregate Bo