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SPDR Barclays Capital Inter Term shares owned by United Financial Planning Group

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

Historical chart of United Financial Planning Group 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 United Financial Planning Group 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 United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $12k 419 28.65

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding SPDR Barclays Capital Inter Term

LPL Financial
Financial Engines Advisors L.L.C
Municipal Employees' Retirement System of Michigan
Mather Group
Envestnet Asset Management
Ameriprise Financial
CWM
Merit Financial Group
GLOBALT Investments LLC / GA
One Day In July
Evermay Wealth Management
Resources Investment Advisors
Kingsview Wealth Management
Advisor Group Holdings
Assetmark

View all funds holding SPDR Barclays Capital Inter Term