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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
2025-09-30 $7.4M 256k 28.90
2025-06-30 $6.9M 242k 28.77
2025-03-31 $6.6M 231k 28.58
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

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p500 Etf (IVV)
PIMCO Corporate Opportunity Fund (PTY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Spdr Series Trust 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
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