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SPDR Barclays Capital Long Term Tr shares owned by Holistic Planning

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

Historical chart of Holistic 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $531k 20k 26.47

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View all positions for Holistic Planning

Top funds holding SPDR Barclays Capital Long Term Tr

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

View all funds holding SPDR Barclays Capital Long Term Tr