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SPDR Barclays Capital Aggregate Bo shares owned by World Equity Group

Quarter-by-quarter ownership of SPDR Barclays Capital Aggregate Bo (SPAB) shares owned by World Equity Group from 13F filings

Historical chart of World Equity Group 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 World Equity Group 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 World Equity Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $391k 16k 25.09
2024-03-31 $375k 15k 25.28
2023-12-31 $390k 15k 25.64
2023-09-30 $413k 17k 24.34
2023-06-30 $811k 32k 25.37
2023-03-31 $738k 62k 11.97
2022-12-31 $582k 23k 25.13
2022-09-30 $696k 28k 24.95
2022-06-30 $472k 18k 26.35

More positions owned by World Equity Group

Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Growth Strength (FTGS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Morningstar Divid L SHS (FDL)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)

View all positions for World Equity Group

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
Equitable Holdings
KWB Wealth

View all funds holding SPDR Barclays Capital Aggregate Bo