Strategic Financial Planning »

SPDR Barclays Capital Aggregate Bo shares owned by Strategic Financial Planning

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

Historical chart of Strategic Financial Planning 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 Planning 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 Strategic Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $283k 11k 26.14
2024-06-30 $270k 11k 25.09
2024-03-31 $271k 11k 25.28
2023-12-31 $275k 11k 25.64
2022-09-30 $214k 8.6k 25.01

More positions owned by Strategic Financial Planning

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Spdr Ser Tr Portfli High Yld (SPHY)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Portfolio Sm Etf (SPSM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)

View all positions for Strategic Financial Planning

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