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

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

Historical chart of Source Financial 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 Source Financial 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 Source Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $959k 32k 29.78
2023-09-30 $977k 33k 29.32
2023-06-30 $904k 31k 29.44
2023-03-31 $1.0M 34k 29.63
2022-12-31 $1.0M 35k 29.38
2022-09-30 $1.0M 35k 29.23

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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
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Confluent Class A Com (CFLT)
Elastic N V Ord Shs (ESTC)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Total (IXUS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Snap Cl A (SNAP)
JPMorgan Chase & Co. (JPM)

View all positions for Source Financial 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
RiverFront Investment Group
Wells Fargo & Company
UBS Group
Litman Gregory Asset Management
Goldman Sachs Group
MCF Advisors
Pnc Financial Services

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