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SPDR Barclays Cptl Shrt Term Corp Bd ETF shares owned by SimpliFi

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

Historical chart of SimpliFi 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 SimpliFi 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 SimpliFi

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 402k 30.29
2025-06-30 $12M 406k 30.19
2025-03-31 $12M 400k 30.10
2024-12-31 $12M 398k 29.86

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Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Specialized Funds Div App Etf (VIG)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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Blackrock Etf Trust Ishares Us Thema (THRO)
Graniteshares Etf Tr Hips Us High Inc (HIPS)
Wisdomtree Tr Em Mkts Qtly Div (DGRE)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for SimpliFi

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