SPDR Barclays Capital Aggregate Bo shares owned by Waller Financial Planning Group
Quarter-by-quarter ownership of SPDR Barclays Capital Aggregate Bo (SPAB) shares owned by Waller Financial Planning Group
from 13F filings
Historical chart of Waller Financial Planning Group investment in SPDR Barclays Capital Aggregate Bo
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Quarterly reported holdings in SPDR Barclays Capital Aggregate Bo by Waller Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $23M | 914k | 25.64 |
| 2023-09-30 | $23M | 937k | 24.34 |
| 2023-06-30 | $24M | 927k | 25.37 |
| 2023-03-31 | $24M | 931k | 25.79 |
| 2022-12-31 | $17M | 665k | 25.13 |
| 2022-09-30 | $18M | 739k | 24.95 |
| 2022-06-30 | $21M | 811k | 26.35 |
| 2022-03-31 | $38M | 1.4M | 27.79 |
| 2021-12-31 | $43M | 1.4M | 29.62 |
| 2021-09-30 | $43M | 1.4M | 29.85 |
| 2021-06-30 | $42M | 1.4M | 30.01 |
| 2021-03-31 | $40M | 1.4M | 29.65 |
| 2020-12-31 | $35M | 1.1M | 30.79 |
| 2020-09-30 | $27M | 864k | 30.81 |
| 2020-06-30 | $25M | 796k | 30.86 |
| 2020-03-31 | $11M | 378k | 30.22 |
| 2019-12-31 | $9.0M | 307k | 29.38 |
| 2019-09-30 | $9.0M | 306k | 29.41 |
| 2019-06-30 | $8.4M | 289k | 28.98 |
| 2019-03-31 | $7.5M | 265k | 28.32 |
| 2018-12-31 | $6.8M | 243k | 27.85 |
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