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SPDR Barclays Capital Aggregate Bo shares owned by Family Wealth Group

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

Historical chart of Family Wealth Group 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 Family Wealth Group 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 Family Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 56k 25.64

More positions owned by Family Wealth Group

Vanguard S&p 500 Etf idx (VOO)
Ishares Tr rus200 grw idx (IWY)
Ishares Inc core msci emkt (IEMG)
SPDR DJ Wilshire Large Cap (SPLG)
Ishares Tr core msci intl (IDEV)
Ishares Tr rus200 val idx (IWX)
Amazon (AMZN)
Vanguard Mortgage Bkd Sects ETF (VMBS)
Apple (AAPL)
iShares Barclays Credit Bond Fund (USIG)
Microsoft Corporation (MSFT)
iShares MSCI EAFE Growth Index (EFG)
SPDR Barclays Capital Aggregate Bo (SPAB)
iShares Russell Midcap Value Index (IWS)
iShares MSCI EAFE Value Index (EFV)

View all positions for Family Wealth Group

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