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

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

Historical chart of Optimum Investment 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 Optimum Investment 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 Optimum Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $100k 3.3k 30.29
2025-06-30 $100k 3.3k 30.19
2025-03-31 $99k 3.3k 30.10
2024-12-31 $99k 3.3k 29.86
2024-09-30 $100k 3.3k 30.28
2024-06-30 $98k 3.3k 29.70
2024-03-31 $98k 3.3k 29.77
2023-12-31 $98k 3.3k 29.78
2023-09-30 $147k 5.0k 29.32
2023-06-30 $147k 5.0k 29.44
2023-03-31 $199k 6.7k 29.63
2022-12-31 $361k 12k 29.38
2022-09-30 $407k 14k 29.23
2022-06-30 $414k 14k 29.73
2022-03-31 $320k 11k 30.12
2021-12-31 $339k 11k 31.01
2021-09-30 $342k 11k 31.28
2021-06-30 $746k 24k 31.31
2021-03-31 $1.2M 37k 31.31
2020-12-31 $1.2M 38k 31.39
2020-09-30 $1.1M 35k 31.37
2020-06-30 $1.0M 33k 31.34
2020-03-31 $842k 28k 30.23
2019-12-31 $904k 29k 30.85
2019-09-30 $623k 20k 30.84
2018-09-30 $18k 600 30.00
2018-06-30 $18k 600 30.00
2018-03-31 $18k 600 30.00
2015-03-31 $71k 2.3k 30.87
2014-12-31 $52k 1.7k 30.59
2014-09-30 $56k 1.8k 30.70
2014-06-30 $60k 2.0k 30.77
2014-03-31 $60k 2.0k 30.77
2013-12-31 $60k 2.0k 30.77
2013-09-30 $60k 2.0k 30.77

More positions owned by Optimum Investment Advisors

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NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Amazon (AMZN)
Oracle Corporation (ORCL)
Spdr Gold Tr Gold Shs (GLD)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)

View all positions for Optimum Investment Advisors

Top funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF

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

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