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SPDR Barclays Cptl Shrt Term Corp Bd ETF shares owned by Wellesley Investment Partners

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

Historical chart of Wellesley Investment Partners 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 Wellesley Investment Partners 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 Wellesley Investment Partners

Quarter filed Position value Share count Share price at filing
2020-09-30 $844k 27k 31.36
2020-06-30 $864k 28k 31.31
2020-03-31 $967k 32k 30.25
2019-12-31 $17M 562k 30.84
2019-09-30 $17M 554k 30.85
2019-06-30 $15M 501k 30.78
2019-03-31 $15M 481k 30.55
2018-12-31 $15M 497k 30.14
2018-09-30 $15M 498k 30.18
2018-06-30 $12M 384k 30.16
2018-03-31 $11M 374k 30.20
2017-12-31 $10M 334k 30.42
2017-09-30 $9.5M 308k 30.67
2017-06-30 $9.4M 306k 30.64
2017-03-31 $9.2M 299k 30.61
2016-12-31 $8.8M 289k 30.53
2016-09-30 $8.5M 278k 30.77
2016-06-30 $8.6M 279k 30.78
2016-03-31 $7.9M 259k 30.63
2015-12-31 $6.9M 228k 30.40

More positions owned by Wellesley Investment Partners

iShares S&P 500 ETF Core S&p500 Etf (IVV)
iShares 7-10 Year Treasury Bond ETF Barclays 7 10 Yr (IEF)
Vanguard Developed Markets ETF Ftse Dev Mkt Etf (VEA)
iShares U.S. Aggregate Bond ETF Core Us Aggbd Et (AGG)
Vanguard Short-Term Bond ETF Short Trm Bond (BSV)
Ishares 1-3 Year Treasry 1 3 Yr Treas Bd (SHY)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Vanguard Emerging Markets ETF Ftse Emr Mkt Etf (VWO)
iShares Gold Trust ETF Ishares
iShares S&P Mid Cap ETF Core S&p Mcp Etf (IJH)
Powershs Nasdaq-100 ETF Unit Ser 1 (QQQ)
Vanguard Total Stock Mkt ETF Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Apple (AAPL)

View all positions for Wellesley Investment Partners

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