Plan A Wealth »

SPDR Barclays Capital Aggregate Bo shares owned by Plan A Wealth

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

Historical chart of Plan A Wealth 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 Plan A Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Barclays Capital Aggregate Bo by Plan A Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $495k 19k 25.85
2025-06-30 $691k 27k 25.60
2025-03-31 $1.2M 49k 25.54
2024-12-31 $1.4M 57k 24.99

More positions owned by Plan A Wealth

Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Unified Ser Tr Oneascent Intl (OAIM)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Timothy Plan U S Sm Cp Core (TPSC)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Texas Pacific Land Corp (TPL)

View all positions for Plan A Wealth

Top funds holding SPDR Barclays Capital Aggregate Bo

LPL Financial
CWM
CliftonLarsonAllen Wealth Advisors
HPM Partners
Envestnet Asset Management
State Street Corporation
RiverFront Investment Group
Exchange Traded Concepts
Horizon Investments
Advisor Group Holdings
Willow Creek Wealth Management
Gradient Investments
Wealth Enhancement Advisory Services
Tobias Financial Advisors
Baker Avenue Asset Management

View all funds holding SPDR Barclays Capital Aggregate Bo