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SPDR Barclays Capital Aggregate Bo shares owned by Falcon Wealth Planning

Quarter-by-quarter ownership of SPDR Barclays Capital Aggregate Bo (SPAB) shares owned by Falcon Wealth Planning from 13F filings

Historical chart of Falcon Wealth Planning investment in SPDR Barclays Capital Aggregate Bo

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Aggregate Bo held by Falcon Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Aggregate Bo by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $855k 34k 25.28
2023-12-31 $924k 36k 25.64
2023-09-30 $387k 16k 24.34
2023-06-30 $262k 10k 25.37
2023-03-31 $266k 10k 25.79
2022-12-31 $302k 12k 25.13
2022-09-30 $345k 14k 24.96
2022-06-30 $576k 22k 26.35

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View all positions for Falcon Wealth Planning

Top funds holding SPDR Barclays Capital Aggregate Bo

LPL Financial
CWM
Envestnet Asset Management
CliftonLarsonAllen Wealth Advisors
HPM Partners
RiverFront Investment Group
Wealth Enhancement Advisory Services
Private Advisor
Gradient Investments
Wealthsource Partners
Huntington Asset Advisors
Advisor Group Holdings
Syon Capital
Tobias Financial Advisors
Baker Avenue Asset Management

View all funds holding SPDR Barclays Capital Aggregate Bo