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SPDR Barclay Cp Intr Trm Cr Bd shares owned by Perspective Wealth Advisors

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

Historical chart of Perspective Wealth Advisors 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 Perspective Wealth Advisors 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 Perspective Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 41k 33.46

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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Legg Mason Etf Invt Franklin Us Low (LVHD)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)

View all positions for Perspective Wealth Advisors

Top funds holding SPDR Barclay Cp Intr Trm Cr Bd

LPL Financial
American Family Investments
Envestnet Asset Management
Municipal Employees' Retirement System of Michigan
Creative Planning
Charles Schwab Investment Management
Sixth Street Partners Management Company
D.A. Davidson & Co.
Wealth Management Nebraska
Warren Averett Asset Management
Morgan Stanley
Assetmark
Wells Fargo & Company
Raymond James Financial
CliftonLarsonAllen Wealth Advisors

View all funds holding SPDR Barclay Cp Intr Trm Cr Bd