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SPDR Barclays Capital Inter Term shares owned by KWB Wealth

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

Historical chart of KWB Wealth 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 KWB Wealth 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $227k 7.9k 28.56
2023-09-30 $2.4M 85k 28.29
2023-06-30 $2.5M 87k 28.29
2023-03-31 $784k 28k 28.24
2022-12-31 $806k 29k 28.24
2022-09-30 $2.8M 98k 28.13
2022-06-30 $1.7M 58k 29.48

More positions owned by KWB Wealth

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Actively Managed Etf Total Return (GTO)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)

View all positions for KWB Wealth

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