Capital Planning »

SPDR Barclays Capital Long Term Tr shares owned by Capital Planning

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

Historical chart of Capital Planning 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 Capital Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Barclays Capital Long Term Tr by Capital Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $316k 12k 26.23
2022-12-31 $819k 28k 29.03
2021-12-31 $3.0M 72k 42.15
2021-09-30 $541k 13k 41.29
2021-06-30 $616k 15k 41.30

More positions owned by Capital Planning

iShares Core S&P 500 ETF Exchange Traded Fund (IVV)
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)
Microsoft Corp Common Stock (MSFT)
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)
Vanguard Large-Cap ETF Exchange Traded Fund (VV)
Vanguard Information Technology ETF Exchange Traded Fund (VGT)
Vanguard Mid-Cap ETF Exchange Traded Fund (VO)
Vanguard Small-Cap ETF Exchange Traded Fund (VB)
Vanguard Mega Cap Growth ETF Exchange Traded Fund (MGK)
Vanguard Mega Cap Value ETF Exchange Traded Fund (MGV)
Technology Select Sector SPDR ETF Exchange Traded Fund (XLK)
iShares MSCI USA Min Vol Factor ETF Exchange Traded Fund (USMV)
Vanguard Growth ETF Exchange Traded Fund (VUG)
iShares MSCI USA Momentum Factor ETF Exchange Traded Fund (MTUM)
Boeing Common Stock (BA)

View all positions for Capital Planning

Top funds holding SPDR Barclays Capital Long Term Tr

State Street Corporation
Financial Engines Advisors L.L.C
UBS Group
Municipal Employees' Retirement System of Michigan
FMR
Envestnet Asset Management
LPL Financial
Bank of America Corporation
Goldman Sachs Group
Assetmark
GLOBALT Investments LLC / GA
Mirae Asset Global Investments
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Farther Finance Advisors

View all funds holding SPDR Barclays Capital Long Term Tr