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SPDR Barclays Capital Aggregate Bo shares owned by Simplicity Wealth

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

Historical chart of Simplicity 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 180k 25.28
2023-12-31 $5.1M 199k 25.64
2023-09-30 $2.1M 87k 24.34
2023-06-30 $1.3M 50k 25.37
2023-03-31 $1.2M 47k 25.79
2022-12-31 $255k 10k 25.13
2022-09-30 $556k 22k 24.94
2022-06-30 $578k 22k 26.37
2022-03-31 $1.0M 37k 27.79
2021-12-31 $8.6M 289k 29.62

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding SPDR Barclays Capital Aggregate Bo

CWM
HPM Partners
CliftonLarsonAllen Wealth Advisors
RiverFront Investment Group
Private Advisor
Wealth Enhancement Advisory Services
Gradient Investments
Wealthsource Partners
Advisor Group Holdings
Huntington Asset Advisors
Syon Capital
Baker Avenue Asset Management
Good Life Advisors
KWB Wealth
McNamara Financial Services

View all funds holding SPDR Barclays Capital Aggregate Bo