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SPDR Barclays Capital Long Term Tr shares owned by Robertson Stephens Wealth Management

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

Historical chart of Robertson Stephens 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 Robertson Stephens Wealth Management 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 Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.1M 156k 26.19
2024-09-30 $16M 545k 29.07

More positions owned by Robertson Stephens Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Applovin Corp Com Cl A (APP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)

View all positions for Robertson Stephens Wealth Management

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