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SPDR Barclays Capital Aggregate Bo shares owned by Planning Strategies

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

Historical chart of Planning Strategies 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 Planning Strategies 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 Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $80k 3.1k 25.52

More positions owned by Planning Strategies

Vanguard Russell 1000 Growth Etf Etf (VONG)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco S&p 100 Equal Weight Etf Etf (EQWL)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

Top funds holding SPDR Barclays Capital Aggregate Bo

LPL Financial
State Street Corporation
CWM
HPM Partners
Envestnet Asset Management
CliftonLarsonAllen Wealth Advisors
RiverFront Investment Group
Horizon Investments
Exchange Traded Concepts
Toroso Investments
Bank of America Corporation
Advisor Group Holdings
Tobias Financial Advisors
Baker Avenue Asset Management
Wealthcare Advisory Partners

View all funds holding SPDR Barclays Capital Aggregate Bo