SPDR Barclays Capital Inter Term shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of SPDR Barclays Capital Inter Term (SPTI) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in SPDR Barclays Capital Inter Term
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Quarterly reported holdings in SPDR Barclays Capital Inter Term by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 45k | 29.06 |
| 2024-06-30 | $1.3M | 48k | 28.02 |
| 2024-03-31 | $1.4M | 50k | 28.18 |
| 2023-12-31 | $1.4M | 48k | 28.56 |
| 2023-09-30 | $959k | 35k | 27.53 |
| 2023-06-30 | $912k | 32k | 28.29 |
| 2023-03-31 | $791k | 27k | 28.94 |
| 2022-12-31 | $629k | 22k | 28.24 |
| 2022-09-30 | $622k | 22k | 28.11 |
| 2022-06-30 | $731k | 25k | 29.49 |
| 2021-12-31 | $882k | 28k | 32.05 |
| 2021-03-31 | $856k | 28k | 30.29 |
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