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SPDR Barclay Cp Intr Trm Cr Bd shares owned by Crestwood Advisors

Quarter-by-quarter ownership of SPDR Barclay Cp Intr Trm Cr Bd (SPIB) shares owned by Crestwood Advisors from 13F filings

Historical chart of Crestwood Advisors investment in SPDR Barclay Cp Intr Trm Cr Bd

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclay Cp Intr Trm Cr Bd held by Crestwood Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclay Cp Intr Trm Cr Bd by Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $223k 6.8k 32.69
2023-12-31 $223k 6.8k 32.83
2023-09-30 $245k 7.8k 31.45
2023-06-30 $404k 13k 32.11
2023-03-31 $412k 13k 32.49
2022-12-31 $344k 11k 31.83
2022-09-30 $595k 19k 31.33
2022-06-30 $661k 20k 32.57
2022-03-31 $709k 21k 34.15
2021-12-31 $750k 21k 36.17
2021-09-30 $758k 21k 36.55
2021-06-30 $760k 21k 36.65
2021-03-31 $758k 21k 36.21
2020-12-31 $964k 26k 37.19
2020-09-30 $884k 24k 36.75
2020-06-30 $968k 27k 36.47
2020-03-31 $916k 27k 34.01
2019-12-31 $964k 27k 35.33
2019-09-30 $1.1M 30k 35.29
2019-06-30 $1.2M 35k 34.93
2019-03-31 $1.0M 30k 34.17
2018-12-31 $1.0M 31k 33.03
2018-09-30 $1.1M 34k 33.31
2018-06-30 $1.2M 35k 33.34
2018-03-31 $1.3M 39k 33.54
2017-12-31 $1.9M 55k 34.22
2017-09-30 $2.0M 57k 34.50
2017-06-30 $1.9M 55k 34.57
2017-03-31 $2.0M 58k 34.13
2016-03-31 $4.8M 141k 34.27
2015-12-31 $5.2M 156k 33.43
2015-09-30 $8.8M 258k 33.95
2015-06-30 $8.6M 254k 33.97
2015-03-31 $8.2M 237k 34.54
2014-12-31 $7.3M 214k 34.18
2014-09-30 $6.8M 199k 34.13
2014-06-30 $6.4M 187k 34.46
2014-03-31 $5.7M 169k 34.00

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Applied Matls Stock (AMAT)
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Blackstone Stock (BX)
Salesforce Stock (CRM)

View all positions for Crestwood Advisors

Top funds holding SPDR Barclay Cp Intr Trm Cr Bd

Charles Schwab Investment Management
LPL Financial
Charles Schwab Investment Advisory
Wells Fargo & Company
Envestnet Asset Management
Creative Planning
Financial Gravity Wealth
D.A. Davidson & Co.
Point72 Asset Management
CliftonLarsonAllen Wealth Advisors
Assetmark
State of New Jersey Common Pension Fund D
Ge Investment Management Corp.
Morgan Stanley
Mission Wealth Management

View all funds holding SPDR Barclay Cp Intr Trm Cr Bd