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SPDR Barclays Cptl Shrt Term Corp Bd ETF shares owned by Wellington Wealth Strategies

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

Historical chart of Wellington Wealth Strategies 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 Wellington Wealth Strategies 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 Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 111k 30.01
2024-03-31 $2.0M 68k 29.77
2023-12-31 $2.2M 72k 29.78
2020-12-31 $2.2M 72k 29.78

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Invesco S&p Smallcap 600rev Etf S&p Smallcap 600 (RWJ)
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Invesco Senior Loan Etf Sr Ln Etf (BKLN)
Meta Platforms Inc Class A Cl A (META)
NVIDIA Corporation (NVDA)
Ishars Ultr Shrt Trm Bndactv Etf Blackrock Ultra (ICSH)
Amazon (AMZN)
Ishares Treasury Floatngrate Bd Etf TRS FLT RT BD (TFLO)
Jpmorgan Ultra Short Income Etf Ultra Shrt Etf (JPST)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Spdr Short Term Corporate Bnd Etf Portfolio Short (SPSB)
Alphabet Inc Class A Cap Stk Cl A (GOOGL)
Oracle Corporation (ORCL)
Merck & Co (MRK)
Adobe Systems Incorporated (ADBE)

View all positions for Wellington Wealth Strategies

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