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SPDR Barclays Cptl Shrt Term Corp Bd ETF shares owned by Larry Mathis Financial Planning

Quarter-by-quarter ownership of SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) shares owned by Larry Mathis Financial Planning from 13F filings

Historical chart of Larry Mathis Financial Planning 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 Larry Mathis Financial Planning 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 Larry Mathis Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $255k 8.4k 30.20

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NVIDIA Corporation (NVDA)
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McDonald's Corporation (MCD)
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Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)

View all positions for Larry Mathis Financial Planning

Top funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF

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

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