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SPDR Barclays Capital Inter Term shares owned by Visionary Wealth Advisors

Quarter-by-quarter ownership of SPDR Barclays Capital Inter Term (SPTI) shares owned by Visionary Wealth Advisors from 13F filings

Historical chart of Visionary Wealth Advisors 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 Visionary Wealth Advisors 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 Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 82k 28.18
2023-12-31 $2.5M 86k 28.56
2019-12-31 $348k 11k 30.97

More positions owned by Visionary Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Microsoft Corporation (MSFT)
Apple (AAPL)
Quanta Services (PWR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Us Aggbd Et (AGG)
Procter & Gamble Company (PG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Cisco Systems (CSCO)

View all positions for Visionary Wealth Advisors

Top funds holding SPDR Barclays Capital Inter Term

LPL Financial
Financial Engines Advisors L.L.C
Municipal Employees' Retirement System of Michigan
Ameriprise Financial
Merit Financial Group
Envestnet Asset Management
UBS Group
Congress Wealth Management LLC / DE /
GLOBALT Investments LLC / GA
CWM
Stephens Group Asset Management
Assetmark
Private Advisor
Jpmorgan Chase & Co
Manning & Napier Group

View all funds holding SPDR Barclays Capital Inter Term