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SPDR Barclays Capital Long Term Tr shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.9M 330k 26.95
2025-06-30 $11M 420k 26.58
2025-03-31 $12M 442k 27.26
2024-12-31 $1.4M 55k 26.19
2024-09-30 $1.6M 54k 29.07
2024-06-30 $921k 34k 27.22

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JPMorgan Chase & Co. (JPM)
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Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding SPDR Barclays Capital Long Term Tr

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

View all funds holding SPDR Barclays Capital Long Term Tr