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SPDR Barclays Capital Aggregate Bo shares owned by Watermark Asset Management

Quarter-by-quarter ownership of SPDR Barclays Capital Aggregate Bo (SPAB) shares owned by Watermark Asset Management from 13F filings

Historical chart of Watermark Asset Management 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 Watermark Asset Management 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 Watermark Asset Management

Quarter filed Position value Share count Share price at filing
2018-12-31 $3.0M 108k 27.85
2018-09-30 $3.2M 114k 27.71
2018-06-30 $3.1M 112k 27.89
2018-03-31 $3.1M 112k 28.16
2017-12-31 $1.3M 46k 28.73

More positions owned by Watermark Asset Management

iShares S&P 500 Index (IVV)
iShares Lehman Aggregate Bond (AGG)
Vanguard Europe Pacific ETF (VEA)
iShares S&P MidCap 400 Index (IJH)
Schwab U S Broad Market ETF (SCHB)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Emerging Markets ETF (VWO)
Schwab Strategic Tr us aggregate b (SCHZ)
Vanguard Total Stock Market ETF (VTI)
Schwab International Equity ETF (SCHF)
Vanguard FTSE All-World ex-US ETF (VEU)
Spdr Series Trust dj ttl mkt etf (SPTM)
Schwab Strategic Tr us lrg cap etf (SCHX)
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)

View all positions for Watermark Asset Management

Top funds holding SPDR Barclays Capital Aggregate Bo

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

View all funds holding SPDR Barclays Capital Aggregate Bo