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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
2025-09-30 $13M 454k 28.90
2025-06-30 $13M 448k 28.77
2025-03-31 $9.8M 344k 28.58
2024-12-31 $7.9M 284k 27.88
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)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Wal-Mart Stores (WMT)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Apple (AAPL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)

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
Richard Bernstein Advisors
Ameriprise Financial
Envestnet Asset Management
GLOBALT Investments LLC / GA
Merit Financial Group
CWM
Evermay Wealth Management
One Day In July
Advisor Group Holdings
Strategic Wealth Designers
Stephens Group Asset Management

View all funds holding SPDR Barclays Capital Inter Term