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SPDR Barclays Cptl Shrt Term Corp Bd ETF shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in SPDR Barclays Cptl Shrt Term Corp Bd ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Cptl Shrt Term Corp Bd ETF held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Cptl Shrt Term Corp Bd ETF by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.1M 172k 29.78
2022-06-30 $172k 5.8k 29.76
2022-03-31 $198k 6.6k 30.12
2021-12-31 $203k 6.6k 30.92
2021-09-30 $451k 14k 31.22
2021-06-30 $338k 11k 31.31
2017-03-31 $370k 12k 30.60

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View all positions for EP Wealth Advisors

Top funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF

Creative Planning
Jpmorgan Chase & Co
ValMark Advisers
Bank of America Corporation
LPL Financial
Morgan Stanley
Envestnet Asset Management
Baird Financial
Fisher Investments
Huntington National Bank
Tiaa Trust, National Association
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Advisory Alpha

View all funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF