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SPDR Barclays Capital Inter Term shares owned by Heritage Financial Services

Quarter-by-quarter ownership of SPDR Barclays Capital Inter Term (SPTI) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services 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 Heritage Financial Services 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 Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $950k 33k 28.56

More positions owned by Heritage Financial Services

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Intl (IDEV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Emerging Markets (DFSE)

View all positions for Heritage Financial Services

Top funds holding SPDR Barclays Capital Inter Term

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

View all funds holding SPDR Barclays Capital Inter Term