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SPDR Barclays Cptl Shrt Term Corp Bd ETF shares owned by Wallace Advisory Group

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

Historical chart of Wallace Advisory 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 Wallace Advisory 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 Wallace Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $294k 9.8k 30.01
2023-12-31 $230k 7.8k 29.32
2023-09-30 $206k 7.0k 29.44

More positions owned by Wallace Advisory Group

Merck & Co (MRK)
Chevron Corporation (CVX)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Cigna Corp (CI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Spdr Series Trust ST STR P500GRW (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Wallace Advisory Group

Top funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF

Creative Planning
Jpmorgan Chase & Co
FMR
ValMark Advisers
LPL Financial
Bank of America Corporation
Morgan Stanley
Baird Financial
Envestnet Asset Management
Advisory Alpha
Huntington National Bank
The Allstate Corporation
Jane Street
Royal Bank of Canada
MCF Advisors

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