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

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

Historical chart of SWMG 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 SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 363k 29.93
2024-06-30 $8.7M 293k 29.70
2024-03-31 $6.8M 228k 29.77
2023-12-31 $1.5M 52k 29.78
2023-09-30 $570k 19k 29.32

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Core Msci Emkt (IEMG)
Ishares Msci Emrg Chn (EMXC)

View all positions for SWMG

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