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SPDR Barclays Capital Long Term Tr shares owned by Balance Wealth

Quarter-by-quarter ownership of SPDR Barclays Capital Long Term Tr (SPTL) shares owned by Balance Wealth from 13F filings

Historical chart of Balance Wealth investment in SPDR Barclays Capital Long Term Tr

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Long Term Tr held by Balance Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Long Term Tr by Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $509k 19k 26.95
2025-06-30 $647k 24k 26.58
2025-03-31 $1.0M 37k 27.26

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
2023 Etf Series Trust Brandes Internat (BINV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Balance Wealth

Top funds holding SPDR Barclays Capital Long Term Tr

State Street Corporation
Fisher Investments
Financial Engines Advisors L.L.C
FMR
Municipal Employees' Retirement System of Michigan
Nan Shan Life Insurance
LPL Financial
Envestnet Asset Management
Mather Group
Mirae Asset Global Investments
Cetera Investment Advisers
Jpmorgan Chase & Co
GLOBALT Investments LLC / GA
Assetmark
H D Vest Advisory Services

View all funds holding SPDR Barclays Capital Long Term Tr