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SPDR Barclays Cptl Shrt Term Corp Bd ETF shares owned by Private Wealth Asset Management

Quarter-by-quarter ownership of SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) shares owned by Private Wealth Asset Management from 13F filings

Historical chart of Private Wealth Asset Management 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 Private Wealth Asset Management 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 Private Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $609k 20k 30.29
2025-06-30 $275k 9.1k 30.19

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Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)
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Microsoft Corporation (MSFT)
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Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Ea Series Trust Cambria Endowm Cambria Endowm (ENDW)

View all positions for Private Wealth Asset Management

Top funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF

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

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