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SPDR Barclays Capital Long Term Tr shares owned by KWB Wealth

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

Historical chart of KWB 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 KWB 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 118k 27.22
2024-06-30 $2.7M 97k 27.94
2024-03-31 $2.8M 99k 27.94
2023-12-31 $2.8M 95k 29.02
2023-09-30 $1.6M 54k 29.90
2023-06-30 $1.7M 56k 29.90
2023-03-31 $2.6M 91k 29.03
2022-12-31 $2.6M 91k 29.03
2022-09-30 $2.6M 89k 29.64
2022-06-30 $3.0M 91k 33.07

More positions owned by KWB Wealth

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Actively Managed Exc Total Return (GTO)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)

View all positions for KWB Wealth

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