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SPDR Barclays Capital Inter Term shares owned by Simplicity Wealth

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

Historical chart of Simplicity 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 Simplicity 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $946k 33k 29.06
2024-06-30 $1.1M 40k 28.02
2024-03-31 $744k 26k 28.18
2023-12-31 $414k 15k 28.56
2023-09-30 $342k 12k 27.53
2023-06-30 $319k 11k 28.29

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Embraer Sponsored Ads (ERJ)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Simplicity Wealth

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