Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Values Added Financial »

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

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

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)

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

CliftonLarsonAllen Wealth Advisors

Envestnet Asset Management

RiverFront Investment Group

State Street Corporation

Wealth Enhancement Advisory Services

Gradient Investments

Advisor Group Holdings

Private Advisor

Huntington Asset Advisors

Tobias Financial Advisors

Jpmorgan Chase & Co

View all funds holding SPDR Barclays Capital Aggregate Bo

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z