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SPDR Barclays Capital Inter Term shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 477k 29.06
2024-06-30 $6.6M 235k 28.02
2024-03-31 $12M 411k 28.18
2023-09-30 $1.5M 54k 27.53

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Wal-Mart Stores (WMT)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Spdr Portfolio Intermediate Term Treasury Etf Portfli Intrmdit (SPTI)
Microsoft Corporation (MSFT)

View all positions for Waterloo Capital

Top funds holding SPDR Barclays Capital Inter Term

LPL Financial
Financial Engines Advisors L.L.C
Municipal Employees' Retirement System of Michigan
Mather Group
Ameriprise Financial
State Street Corporation
Merit Financial Group
Bank of America Corporation
UBS Group
GLOBALT Investments LLC / GA
Envestnet Asset Management
Congress Wealth Management LLC / DE /
CWM
Stephens Group Asset Management
One Day In July

View all funds holding SPDR Barclays Capital Inter Term