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SPDR Barclay Cp Intr Trm Cr Bd shares owned by Focused Wealth Management

Quarter-by-quarter ownership of SPDR Barclay Cp Intr Trm Cr Bd (SPIB) shares owned by Focused Wealth Management from 13F filings

Historical chart of Focused Wealth Management 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 Focused Wealth Management 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 Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $164k 5.0k 32.83
2023-09-30 $348k 11k 31.45
2023-06-30 $666k 21k 32.11
2023-03-31 $677k 21k 32.49
2022-12-31 $5.4M 171k 31.83
2022-09-30 $640k 20k 31.34
2022-06-30 $670k 21k 32.61
2022-03-31 $41M 1.2M 34.15
2021-12-31 $41M 1.1M 36.15
2021-09-30 $41M 1.1M 36.52
2021-06-30 $37M 1.0M 36.70
2021-03-31 $36M 986k 36.25
2020-12-31 $30M 807k 37.18
2020-09-30 $28M 763k 36.76
2020-06-30 $27M 735k 36.53
2020-03-31 $24M 710k 34.01
2019-12-31 $23M 663k 35.31
2019-09-30 $21M 586k 35.28
2019-06-30 $21M 590k 34.93
2019-03-31 $17M 496k 34.17
2018-12-31 $99k 3.0k 33.00
2018-09-30 $100k 3.0k 33.33

More positions owned by Focused Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard World Mega Grwth Ind (MGK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Focused Wealth Management

Top funds holding SPDR Barclay Cp Intr Trm Cr Bd

Charles Schwab Investment Management
Charles Schwab Investment Advisory
Creative Planning
Financial Gravity Wealth
D.A. Davidson & Co.
Wells Fargo & Company
State of New Jersey Common Pension Fund D
CliftonLarsonAllen Wealth Advisors
Ge Investment Management Corp.
Jane Street
HighTower Advisors
Eastern Bank
Buckingham Capital Management
Capital Advisors
Mission Wealth Management

View all funds holding SPDR Barclay Cp Intr Trm Cr Bd