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SPDR Barclays Capital Aggregate Bo shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.1B 194k 10555.09
2024-03-31 $2.7M 106k 25.28
2023-12-31 $2.7M 105k 25.64
2023-09-30 $3.3M 136k 24.34
2023-06-30 $1.8M 72k 25.37
2023-03-31 $564k 22k 25.79

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Vanguard Specialized Funds Div App Etf (VIG)
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View all positions for Strategic Financial Concepts

Top funds holding SPDR Barclays Capital Aggregate Bo

LPL Financial
CWM
CliftonLarsonAllen Wealth Advisors
Envestnet Asset Management
HPM Partners
RiverFront Investment Group
State Street Corporation
Wealth Enhancement Advisory Services
Gradient Investments
Advisor Group Holdings
Private Advisor
Syon Capital
Huntington Asset Advisors
Tobias Financial Advisors
Jpmorgan Chase & Co

View all funds holding SPDR Barclays Capital Aggregate Bo