SIMA Wealth Partners »

SPDR Barclays Capital Aggregate Bo shares owned by SIMA Wealth Partners

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

Historical chart of SIMA Wealth Partners 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 SIMA Wealth Partners 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 SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-09-30 $6.8k 280 24.36

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust ST STR P500GRW (SPYG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Usd Inv Grde Etf (USIG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust St Str P400mid (SPMD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

Top funds holding SPDR Barclays Capital Aggregate Bo

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

View all funds holding SPDR Barclays Capital Aggregate Bo