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SPDR Barclays Cptl Shrt Term Corp Bd ETF shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in SPDR Barclays Cptl Shrt Term Corp Bd ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Cptl Shrt Term Corp Bd ETF held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Cptl Shrt Term Corp Bd ETF by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.0M 34k 29.44
2023-03-31 $1.0M 35k 29.63
2022-12-31 $996k 34k 29.38
2022-09-30 $1.2M 42k 29.21
2022-06-30 $1.2M 40k 29.73
2022-03-31 $715k 24k 30.15
2021-12-31 $610k 20k 30.98

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF

Creative Planning
ValMark Advisers
LPL Financial
Envestnet Asset Management
The Allstate Corporation
Baird Financial
Advisory Alpha
Royal Bank of Canada
State Street Corporation
Huntington National Bank
MCF Advisors
UBS Group
Wells Fargo & Company
Rockwood Wealth Management
Goldman Sachs Group

View all funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF