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SPDR Barclays Capital Inter Term shares owned by XML Financial

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

Historical chart of XML Financial 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 XML Financial 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 XML Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.5M 232k 27.88
2024-09-30 $6.6M 229k 29.06
2024-06-30 $6.1M 217k 28.02
2024-03-31 $5.7M 201k 28.18

More positions owned by XML Financial

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Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core Div Grwth (DGRO)
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Microsoft Corporation (MSFT)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard World Inf Tech Etf (VGT)
PIMCO Corporate Opportunity Fund (PTY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)

View all positions for XML Financial

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
Kingsview Wealth Management
Stephens Group Asset Management

View all funds holding SPDR Barclays Capital Inter Term