Montgomery Financial Services »

SPDR Barclays Capital Long Term Tr shares owned by Montgomery Financial Services

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

Historical chart of Montgomery Financial Services 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 Montgomery Financial Services 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 Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $235 9 26.22

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

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
Bank of America Corporation
UBS Group
Envestnet Asset Management
LPL Financial
Assetmark
GLOBALT Investments LLC / GA
Mirae Asset Global Investments
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Farther Finance Advisors
Mason Street Advisors

View all funds holding SPDR Barclays Capital Long Term Tr