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SPDR Barclay Cp Intr Trm Cr Bd shares owned by PDS Planning

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

Historical chart of PDS Planning 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 PDS Planning 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 PDS Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $341k 10k 33.71
2024-03-31 $302k 9.2k 32.69
2023-12-31 $303k 9.2k 32.83
2023-09-30 $1.5M 48k 31.45
2023-06-30 $1.5M 48k 32.11
2023-03-31 $1.7M 53k 32.49
2022-12-31 $1.7M 53k 31.83

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View all positions for PDS Planning

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