Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Richardson Financial Services »

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

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

Historical chart of Richardson 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 Richardson Financial Services 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 Richardson Financial Services

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$536k	20k	26.28
2024-09-30	$996k	37k	27.22
2024-06-30	$969k	36k	27.22
2024-03-31	$647k	23k	27.94
2023-12-31	$677k	23k	29.02

More positions owned by Richardson Financial Services

Spdr S&p 500 Etf Etf - Equity (SPLG)

Apple Common Stocks (AAPL)

Vanguard Value Etf Etf - Equity (VTV)

Vanguard Growth Etf Etf - Equity (VUG)

Nvidia Corp Common Stocks (NVDA)

Vanguard S&p 500 Etf - Equity (VOO)

Spdr Port E/mkts Etf Etf - Equity (SPEM)

Spdr Dev World Ex-us Etf Etf - Equity (SPDW)

Microsoft Corp Common Stock (MSFT)

Ishares High Yield Corp Etf - Fixed Income (HYG)

iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)

Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)

Vanguard Small Cap Growth Etf Etf - Equity (VBK)

Amazon.com Common Stocks (AMZN)

Alphabet Inc A Common Stocks (GOOGL)

View all positions for Richardson Financial Services

Top funds holding SPDR Barclays Capital Long Term Tr

State Street Corporation

Fisher Investments

Financial Engines Advisors L.L.C

FMR

Envestnet Asset Management

Bank of America Corporation

Municipal Employees' Retirement System of Michigan

Nan Shan Life Insurance

LPL Financial

Goldman Sachs Group

Mirae Asset Global Investments

Mather Group

GLOBALT Investments LLC / GA

Assetmark

Jpmorgan Chase & Co

View all funds holding SPDR Barclays Capital Long Term Tr

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z