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SPDR Barclay Cp Intr Trm Cr Bd shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 304k 33.89
2025-06-30 $8.9M 265k 33.58
2025-03-31 $7.3M 220k 33.24
2024-12-31 $6.3M 193k 32.76
2024-09-30 $5.6M 167k 33.71
2024-06-30 $2.6M 79k 32.56
2024-03-31 $2.6M 79k 32.69
2023-12-31 $2.4M 74k 32.83

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View all positions for Summit Financial

Top funds holding SPDR Barclay Cp Intr Trm Cr Bd

LPL Financial
Charles Schwab Investment Management
Municipal Employees' Retirement System of Michigan
Envestnet Asset Management
American Family Investments
Creative Planning
CliftonLarsonAllen Wealth Advisors
D.A. Davidson & Co.
Ameriprise Financial
Wells Fargo & Company
Assetmark
D. E. Shaw & Co
Wealth Management Nebraska
Morgan Stanley
State Street Corporation

View all funds holding SPDR Barclay Cp Intr Trm Cr Bd