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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
2024-03-31 $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

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity 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 /
GLOBALT Investments LLC / GA
CWM
Stephens Group Asset Management
Assetmark
Private Advisor
Jpmorgan Chase & Co
Manning & Napier Group
CX Institutional
Comprehensive Wealth Management
Sentinel Pension Advisors
O'Brien Wealth Partners

View all funds holding SPDR Barclays Capital Inter Term