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SPDR Barclays Capital Inter Term shares owned by Cook Wealth Management Group

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

Historical chart of Cook Wealth Management Group 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 Cook Wealth Management Group 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 Cook Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $347k 12k 28.30
2024-06-30 $346k 12k 28.26
2024-03-31 $262k 9.5k 27.62

More positions owned by Cook Wealth Management Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr National Mun Etf (MUB)
Global X Fds Nasdaq 100 Cover (QYLD)
BlackRock Enhanced Dividend Achievers Tr (BDJ)
Microsoft Corporation (MSFT)
Erie Indty Cl A (ERIE)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Cook Wealth Management Group

Top funds holding SPDR Barclays Capital Inter Term

LPL Financial
Financial Engines Advisors L.L.C
Municipal Employees' Retirement System of Michigan
Mather Group
Merit Financial Group
Bank of America Corporation
GLOBALT Investments LLC / GA
Envestnet Asset Management
State Street Corporation
Congress Wealth Management LLC / DE /
CWM
Stephens Group Asset Management
One Day In July
Wells Fargo & Company
Private Advisor

View all funds holding SPDR Barclays Capital Inter Term