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SPDR Barclay Cp Intr Trm Cr Bd shares owned by Wealthsource Partners

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

Historical chart of Wealthsource Partners 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 Wealthsource Partners 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 Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.3M 191k 32.83
2023-09-30 $6.7M 212k 31.45
2022-09-30 $4.0M 128k 31.32
2022-03-31 $478k 14k 34.15
2021-12-31 $1.6M 44k 36.15
2021-09-30 $2.0M 54k 36.52
2021-06-30 $2.7M 73k 36.70
2021-03-31 $11M 315k 36.25
2020-12-31 $16M 417k 37.18
2020-09-30 $10M 278k 36.76
2020-06-30 $9.8M 267k 36.53
2020-03-31 $19M 548k 34.01
2019-12-31 $17M 487k 35.31
2019-09-30 $5.1M 145k 35.28
2019-06-30 $3.1M 90k 34.93
2019-03-31 $1.4M 41k 34.17
2018-12-31 $681k 21k 33.06
2018-09-30 $681k 21k 33.28
2018-06-30 $688k 21k 33.27
2018-03-31 $1.1M 32k 33.53

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource Partners

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
CliftonLarsonAllen Wealth Advisors
State of New Jersey Common Pension Fund D
Ge Investment Management Corp.
Mission Wealth Management
Jane Street
HighTower Advisors
Eastern Bank
Buckingham Capital Management
Capital Advisors

View all funds holding SPDR Barclay Cp Intr Trm Cr Bd