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SPDR Barclays Capital Long Term Tr shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management 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 Diversify Wealth Management 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $575k 21k 27.41
2024-06-30 $698k 24k 29.17

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Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Diversify Wealth Management

Top funds holding SPDR Barclays Capital Long Term Tr

State Street Corporation
Fisher Investments
Financial Engines Advisors L.L.C
Bank of America Corporation
Envestnet Asset Management
Goldman Sachs Group
Municipal Employees' Retirement System of Michigan
LPL Financial
Mirae Asset Global Investments
Mather Group
Jpmorgan Chase & Co
Mason Street Advisors
Honkamp Krueger Financial Services
Townsquare Capital
Stifel Financial

View all funds holding SPDR Barclays Capital Long Term Tr