SPDR Barclays Capital Aggregate Bo shares owned by Peak Financial Advisors
Quarter-by-quarter ownership of SPDR Barclays Capital Aggregate Bo (SPAB) shares owned by Peak Financial Advisors
from 13F filings
Historical chart of Peak Financial Advisors investment in SPDR Barclays Capital Aggregate Bo
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Quarterly reported holdings in SPDR Barclays Capital Aggregate Bo by Peak Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $431k | 17k | 25.75 |
| 2025-09-30 | $280k | 11k | 25.85 |
| 2025-06-30 | $238k | 9.3k | 25.60 |
| 2024-12-31 | $279k | 11k | 24.99 |
| 2024-09-30 | $213k | 8.1k | 26.14 |
| 2024-06-30 | $286k | 11k | 25.09 |
| 2023-09-30 | $212k | 8.7k | 24.34 |
| 2023-06-30 | $403k | 16k | 25.37 |
| 2022-12-31 | $7.9M | 314k | 25.13 |
| 2022-09-30 | $5.1M | 206k | 24.95 |
| 2022-06-30 | $3.8M | 145k | 26.35 |
| 2022-03-31 | $5.6M | 203k | 27.79 |
| 2021-12-31 | $5.8M | 197k | 29.62 |
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