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SPDR Barclays Capital Inter Term shares owned by Balboa Wealth Partners

Quarter-by-quarter ownership of SPDR Barclays Capital Inter Term (SPTI) shares owned by Balboa Wealth Partners from 13F filings

Historical chart of Balboa Wealth Partners investment in SPDR Barclays Capital Inter Term

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Inter Term held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Inter Term by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $287k 10k 28.56
2023-03-31 $235k 8.1k 28.94
2022-12-31 $388k 14k 28.24
2022-09-30 $435k 16k 28.10

More positions owned by Balboa Wealth Partners

Tesla Motors (TSLA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Advanced Micro Devices (AMD)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Adobe Systems Incorporated (ADBE)
Boeing Company (BA)
Costco Wholesale Corporation (COST)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for Balboa Wealth Partners

Top funds holding SPDR Barclays Capital Inter Term

Municipal Employees' Retirement System of Michigan
Merit Financial Group
UBS Group
Congress Wealth Management LLC / DE /
CWM
Stephens Group Asset Management
GLOBALT Investments LLC / GA
Private Advisor
Jpmorgan Chase & Co
Manning & Napier Group
CX Institutional
Sentinel Pension Advisors
O'Brien Wealth Partners
AE Wealth Management
One Day In July

View all funds holding SPDR Barclays Capital Inter Term