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SPDR Barclays Capital Aggregate Bo shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of SPDR Barclays Capital Aggregate Bo (SPAB) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa 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 Wellington-altus Usa 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 Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.2M 84k 25.62
2026-03-31 $2.3M 89k 25.52
2025-12-31 $2.0M 78k 25.75

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding SPDR Barclays Capital Aggregate Bo

LPL Financial
State Street Corporation
HPM Partners
CWM
Envestnet Asset Management
CliftonLarsonAllen Wealth Advisors
Horizon Investments
Exchange Traded Concepts
RiverFront Investment Group
Bank of America Corporation
Toroso Investments
Advisor Group Holdings
Tobias Financial Advisors
Baker Avenue Asset Management
Wealthcare Advisory Partners

View all funds holding SPDR Barclays Capital Aggregate Bo