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

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

Historical chart of Private Wealth Group investment in SPDR Barclays Cptl Shrt Term Corp Bd ETF

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All positions including SPDR Barclays Cptl Shrt Term Corp Bd ETF held by Private Wealth Group 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 Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 49k 30.28
2024-06-30 $1.5M 49k 29.70
2024-03-31 $1.5M 51k 29.77
2023-12-31 $1.2M 41k 29.78
2023-09-30 $547k 19k 29.32
2020-03-31 $271k 8.9k 30.30
2019-12-31 $523k 17k 30.85

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Spdr Ser Tr Portfolio S&p500 (SPLG)
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Spdr Ser Tr Portfolio S&p600 (SPSM)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Private Wealth Group

Top funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF

Creative Planning
Jpmorgan Chase & Co
ValMark Advisers
LPL Financial
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
State Street Corporation
Huntington National Bank
Advisory Alpha
Tiaa Trust, National Association
Renaissance Technologies
Wells Fargo & Company
Bank of Nova Scotia
Goldman Sachs Group

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