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SPDR Barclays Capital Aggregate Bo shares owned by Valtinson Bruner Financial Planning

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

Historical chart of Valtinson Bruner 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 Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 193k 25.28
2023-12-31 $1.3M 52k 25.64
2023-09-30 $1.2M 50k 24.34
2022-03-31 $7.4M 275k 26.98
2021-12-31 $7.8M 264k 29.62
2021-09-30 $10M 351k 29.64
2021-06-30 $10M 339k 30.26
2021-03-31 $13M 424k 29.90
2020-12-31 $16M 521k 30.55
2020-09-30 $15M 489k 30.55
2020-06-30 $17M 529k 31.20
2020-03-31 $16M 520k 30.51
2019-12-31 $14M 482k 29.53
2019-09-30 $17M 592k 29.49

More positions owned by Valtinson Bruner Financial Planning

Spdr Ser Tr Portfli Tips Etf (SPIP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Innovator Etfs Trust Us Eqty Bufr May (BMAY)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
RBB Us Treas 20yr Bd (UTWY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
RBB Us Treas 30yr Bd (UTHY)
RBB Us Treasr 10 Yr (UTEN)
RBB Us Treas 3 Mnth (TBIL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Ns (BUFQ)
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)

View all positions for Valtinson Bruner Financial Planning

Top funds holding SPDR Barclays Capital Aggregate Bo

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

View all funds holding SPDR Barclays Capital Aggregate Bo