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SPDR Barclay Cp Intr Trm Cr Bd shares owned by Breakwater Capital Group

Quarter-by-quarter ownership of SPDR Barclay Cp Intr Trm Cr Bd (SPIB) shares owned by Breakwater Capital Group from 13F filings

Historical chart of Breakwater Capital Group investment in SPDR Barclay Cp Intr Trm Cr Bd

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclay Cp Intr Trm Cr Bd held by Breakwater Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclay Cp Intr Trm Cr Bd by Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 58k 33.71
2024-06-30 $2.0M 61k 32.56
2024-03-31 $2.3M 71k 32.69
2023-12-31 $2.1M 64k 32.69
2023-09-30 $253k 8.1k 31.21

More positions owned by Breakwater Capital Group

Apple (AAPL)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard World Mega Cap Val Etf (MGV)
Microsoft Corporation (MSFT)
Ishares Tr Faln Angls Usd (FALN)
Ishares Tr Msci Intl Qualty (IQLT)
Blackrock Etf Trust Ii Flexible Income (BINC)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Breakwater Capital Group

Top funds holding SPDR Barclay Cp Intr Trm Cr Bd

Charles Schwab Investment Management
LPL Financial
Envestnet Asset Management
Creative Planning
Wells Fargo & Company
D.A. Davidson & Co.
Morgan Stanley
Point72 Asset Management
CliftonLarsonAllen Wealth Advisors
Assetmark
Mission Wealth Management
Buckingham Capital Management
D. E. Shaw & Co
HighTower Advisors
State of New Jersey Common Pension Fund D

View all funds holding SPDR Barclay Cp Intr Trm Cr Bd