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SPDR Barclay Cp Intr Trm Cr Bd shares owned by Legacy Private Trust

Quarter-by-quarter ownership of SPDR Barclay Cp Intr Trm Cr Bd (SPIB) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust investment in SPDR Barclay Cp Intr Trm Cr Bd

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All positions including SPDR Barclay Cp Intr Trm Cr Bd held by Legacy Private Trust 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 Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $673k 20k 33.71
2024-06-30 $650k 20k 32.56
2024-03-31 $653k 20k 32.69
2023-12-31 $656k 20k 32.83
2023-09-30 $1.1M 34k 31.45
2022-06-30 $232k 7.1k 32.60
2022-03-31 $961k 28k 34.16
2021-12-31 $1.1M 31k 36.13
2021-09-30 $1.9M 53k 36.53
2021-06-30 $1.9M 52k 36.70
2021-03-31 $1.8M 51k 36.24
2020-12-31 $2.2M 60k 37.18
2020-09-30 $2.3M 62k 36.76
2020-06-30 $2.4M 67k 36.53
2020-03-31 $2.8M 81k 34.01
2019-12-31 $3.6M 101k 35.31
2019-09-30 $4.3M 121k 35.28
2019-06-30 $4.8M 138k 34.93
2019-03-31 $5.3M 155k 34.17
2018-12-31 $8.9M 268k 33.04
2018-09-30 $12M 350k 33.30
2018-06-30 $8.4M 253k 33.29
2018-03-31 $13M 388k 33.54
2017-12-31 $14M 406k 34.22
2017-09-30 $4.5M 130k 34.51
2017-06-30 $602k 18k 34.40
2017-03-31 $648k 19k 34.11
2016-12-31 $795k 24k 33.90
2016-09-30 $819k 24k 34.93
2016-06-30 $818k 24k 34.88
2016-03-31 $804k 24k 34.29
2015-12-31 $784k 24k 33.43
2015-09-30 $821k 24k 33.97
2015-06-30 $821k 24k 33.97
2015-03-31 $835k 24k 34.55
2014-12-31 $826k 24k 34.17
2014-09-30 $837k 25k 34.14
2014-06-30 $845k 25k 34.46
2014-03-31 $861k 25k 34.00

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Top funds holding SPDR Barclay Cp Intr Trm Cr Bd

Charles Schwab Investment Management
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Creative Planning
Wells Fargo & Company
D.A. Davidson & Co.
Morgan Stanley
Point72 Asset Management
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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