Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

SPDR Barclays Cptl Shrt Term Corp Bd ETF shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners 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 Holt Capital Advisors, L.L.C. dba Holt Capital Partners 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 Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $30M 1.0M 29.78
2023-09-30 $28M 947k 29.32
2023-06-30 $28M 945k 29.44
2023-03-31 $27M 902k 29.63
2022-12-31 $28M 960k 29.38
2022-09-30 $25M 871k 29.22
2022-06-30 $28M 935k 29.73
2022-03-31 $24M 789k 30.13
2021-12-31 $24M 780k 30.97
2021-09-30 $24M 758k 31.25
2021-06-30 $23M 725k 31.30
2021-03-31 $21M 684k 31.31
2020-12-31 $20M 650k 31.40
2020-09-30 $20M 636k 31.37
2020-06-30 $18M 572k 31.34
2020-03-31 $17M 563k 30.25
2019-12-31 $17M 546k 30.84
2019-09-30 $15M 480k 30.85
2019-06-30 $13M 424k 30.78
2019-03-31 $13M 419k 30.55
2018-12-31 $9.2M 306k 30.14
2018-09-30 $8.7M 289k 30.18
2018-06-30 $9.0M 298k 30.16
2018-03-31 $9.0M 297k 30.20
2017-12-31 $7.6M 250k 30.42
2017-09-30 $7.1M 232k 30.67
2017-06-30 $7.0M 228k 30.64
2017-03-31 $6.9M 226k 30.61
2016-12-31 $6.8M 222k 30.53
2016-09-30 $6.3M 204k 30.77
2016-06-30 $6.2M 203k 30.78
2016-03-31 $4.8M 158k 30.63
2015-12-31 $4.9M 163k 30.40
2015-09-30 $4.4M 144k 30.52
2015-06-30 $3.4M 111k 30.60
2015-03-31 $3.0M 96k 30.75
2014-12-31 $1.4M 47k 30.58
2014-09-30 $1.4M 46k 30.70
2014-06-30 $800k 26k 30.81
2014-03-31 $736k 24k 30.76
2013-12-31 $734k 24k 30.68

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio Short (SPSB)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core High Dv Etf (HDV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF

Creative Planning
Jpmorgan Chase & Co
ValMark Advisers
Bank of America Corporation
Baird Financial
Fisher Investments
Huntington National Bank
Tiaa Trust, National Association
RiverFront Investment Group
Wells Fargo & Company
UBS Group
Litman Gregory Asset Management
Goldman Sachs Group
MCF Advisors
Pnc Financial Services

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