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SPDR Barclays Capital Inter Term shares owned by Lucia Wealth Services

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

Historical chart of Lucia Wealth 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 Lucia Wealth 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 Lucia Wealth Services

Quarter filed Position value Share count Share price at filing
2020-09-30 $5.0M 151k 33.24
2020-06-30 $4.9M 148k 33.22
2020-03-31 $4.8M 145k 33.13
2019-12-31 $4.3M 140k 30.93
2019-09-30 $4.0M 127k 31.27
2019-06-30 $3.9M 63k 61.80

More positions owned by Lucia Wealth Services

Johnson & Johnson (JNJ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadridge Financial Solutions (BR)
Viacomcbs CL B (PARA)
Merck & Co (MRK)
Kimberly-Clark Corporation (KMB)
Alphabet Cap Stk Cl C (GOOG)
First Tr Exch Traded Fd Iii Horizon Dmst Etf (HUSV)
Hershey Company (HSY)
Automatic Data Processing (ADP)
Kellogg Company (K)
Clorox Company (CLX)
Sprott Physical Gold Tr Unit (PHYS)
International Business Machines (IBM)

View all positions for Lucia Wealth 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