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SPDR Barclays Capital Aggregate Bo shares owned by Values Added Financial

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

Historical chart of Values Added Financial 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 Values Added Financial 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 Values Added Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.9M 226k 26.14
2024-06-30 $4.8M 190k 25.09
2024-03-31 $5.4M 216k 25.28
2023-12-31 $5.6M 217k 25.64
2023-09-30 $5.1M 209k 24.34
2023-06-30 $5.8M 230k 25.37

More positions owned by Values Added Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Esg Eafe Etf (DMXF)

View all positions for Values Added Financial

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
Private Advisor
Huntington Asset Advisors
Tobias Financial Advisors
Good Life Advisors
Baker Avenue Asset Management
Equitable Holdings

View all funds holding SPDR Barclays Capital Aggregate Bo