SPDR Barclays Capital Long Term Tr shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of SPDR Barclays Capital Long Term Tr (SPTL) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello 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 Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR Barclays Capital Long Term Tr by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $291k | 11k | 26.15 |
| 2023-06-30 | $348k | 12k | 29.90 |
| 2023-03-31 | $477k | 16k | 29.03 |
| 2022-12-31 | $477k | 16k | 29.03 |
| 2022-09-30 | $1.4M | 48k | 29.64 |
| 2022-06-30 | $1.6M | 48k | 33.07 |
| 2022-03-31 | $2.3M | 60k | 37.84 |
| 2021-12-31 | $2.3M | 55k | 42.15 |
| 2021-09-30 | $487k | 12k | 41.32 |
| 2021-06-30 | $590k | 14k | 41.30 |
| 2021-03-31 | $922k | 24k | 38.96 |
| 2020-12-31 | $4.6M | 103k | 45.14 |
More positions owned by Monticello Wealth Management
View all positions for Monticello Wealth Management
Top funds holding SPDR Barclays Capital Long Term Tr
View all funds holding SPDR Barclays Capital Long Term Tr