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SPDR Barclays Cptl Shrt Term Corp Bd ETF shares owned by Legacy Wealth Management, LLC / MS

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

Historical chart of Legacy Wealth Management, LLC / MS 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 Legacy Wealth Management, LLC / MS 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 Legacy Wealth Management, LLC / MS

Quarter filed Position value Share count Share price at filing
2025-09-30 $247k 8.1k 30.29
2025-06-30 $236k 7.8k 30.19

More positions owned by Legacy Wealth Management, LLC / MS

NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Alphabet Cap Stk Cl A (GOOGL)
Palo Alto Networks (PANW)
Wal-Mart Stores (WMT)
Amazon (AMZN)
Palantir Technologies Cl A (PLTR)
Visa Com Cl A (V)
Raytheon Technologies Corp (RTX)
TJX Companies (TJX)
UnitedHealth (UNH)
Boston Scientific Corporation (BSX)

View all positions for Legacy Wealth Management, LLC / MS

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