Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

OLIO Financial Planning »

SPDR Barclays Capital Aggregate Bo shares owned by OLIO Financial Planning

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

Historical chart of OLIO Financial Planning 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 OLIO Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in SPDR Barclays Capital Aggregate Bo by OLIO Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$227k	8.8k	25.85
2025-06-30	$214k	8.4k	25.60
2025-03-31	$213k	8.4k	25.54

More positions owned by OLIO Financial Planning

Dimensional Etf Trust Us Equity Market (DFUS)

Vanguard Index Fds Value Etf (VTV)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Fidelity Merrimack Str Tr Total Bd Etf (FBND)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Index Fds Mcap Vl Idxvip (VOE)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

Vanguard Index Fds Sm Cp Val Etf (VBR)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

Spdr Series Trust Portfolio Short (SPSB)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for OLIO Financial Planning

Top funds holding SPDR Barclays Capital Aggregate Bo

CliftonLarsonAllen Wealth Advisors

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

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z