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

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

Historical chart of Lifeworks 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 Lifeworks 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $544k 18k 29.78
2023-09-30 $635k 22k 29.32
2023-06-30 $645k 22k 29.44
2023-03-31 $1.3M 43k 29.63
2022-12-31 $734k 25k 29.38
2022-09-30 $664k 23k 29.10
2022-06-30 $283k 9.5k 29.75

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Vaneck Merk Gold Tr Gold Trust (OUNZ)
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Ishares Tr Mbs Etf (MBB)
Johnson & Johnson (JNJ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Campbell Soup Company (CPB)
Gilead Sciences (GILD)
Merck & Co (MRK)
Otis Worldwide Corp (OTIS)
Microsoft Corporation (MSFT)

View all positions for Lifeworks Advisors

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
Wells Fargo & Company
UBS Group
Litman Gregory Asset Management
Goldman Sachs Group
MCF Advisors
Pnc Financial Services
Townsquare Capital

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