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SPDR Barclays Cptl Shrt Term Corp Bd ETF shares owned by Gradient Capital Advisors

Quarter-by-quarter ownership of SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) shares owned by Gradient Capital Advisors from 13F filings

Historical chart of Gradient Capital Advisors 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 Gradient Capital Advisors 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 Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $585k 19k 30.28
2024-06-30 $573k 19k 29.70
2024-03-31 $657k 22k 29.77
2023-12-31 $610k 21k 29.78
2023-09-30 $594k 20k 29.32
2023-06-30 $760k 26k 29.44
2023-03-31 $845k 29k 29.63
2022-12-31 $897k 31k 29.38
2022-09-30 $844k 29k 29.20
2022-06-30 $722k 24k 29.73
2022-03-31 $1.1M 38k 30.13
2021-12-31 $1.2M 39k 30.96
2021-09-30 $1.2M 39k 31.24
2021-06-30 $1.3M 40k 31.30
2021-03-31 $1.3M 41k 31.32
2020-12-31 $1.3M 40k 31.39
2020-09-30 $1.3M 40k 31.37
2020-06-30 $1.2M 40k 31.35
2020-03-31 $1.2M 40k 30.25
2019-12-31 $1.3M 44k 30.85
2019-09-30 $1.2M 39k 30.85
2019-06-30 $1.2M 38k 30.77
2019-03-31 $723k 24k 30.57
2018-12-31 $595k 20k 30.13
2018-09-30 $596k 20k 30.18
2018-06-30 $634k 21k 30.17

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Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab International Equity Etf Etf (SCHF)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab U.s. Large-cap Etf Etf (SCHX)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Dimensional Us Marketwide Value Etf Etf (DFUV)

View all positions for Gradient Capital Advisors

Top funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF

Creative Planning
Jpmorgan Chase & Co
ValMark Advisers
LPL Financial
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
State Street Corporation
Huntington National Bank
Advisory Alpha
Tiaa Trust, National Association
Renaissance Technologies
Wells Fargo & Company
Bank of Nova Scotia
Goldman Sachs Group

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