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Rooted Wealth Advisors »

SPDR Barclays Capital Aggregate Bo shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted Wealth Advisors 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 Rooted Wealth Advisors 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 Rooted Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$1.2M	47k	25.03
2023-12-31	$1.2M	47k	25.34
2023-09-30	$1.5M	61k	24.63
2023-06-30	$1.8M	73k	25.15
2023-03-31	$15M	590k	25.74
2022-12-31	$14M	536k	25.13

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View all positions for Rooted Wealth Advisors

Top funds holding SPDR Barclays Capital Aggregate Bo

CliftonLarsonAllen Wealth Advisors

RiverFront Investment Group

Private Advisor

Wealth Enhancement Advisory Services

Gradient Investments

Wealthsource Partners

Advisor Group Holdings

Baker Avenue Asset Management

Good Life Advisors

Raymond James Financial Services Advisors

McNamara Financial Services

View all funds holding SPDR Barclays Capital Aggregate Bo

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