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SPDR Barclays Capital Long Term Tr shares owned by Shepherd Financial Partners

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

Historical chart of Shepherd Financial Partners 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 Shepherd Financial Partners 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 Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 381k 27.94
2023-12-31 $18M 628k 29.02

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Core Div Grwth (DGRO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Shepherd Financial Partners

Top funds holding SPDR Barclays Capital Long Term Tr

Fisher Investments
Bank of America Corporation
Municipal Employees' Retirement System of Michigan
Congress Wealth Management LLC / DE /
Jpmorgan Chase & Co
SCS Capital Management
UBS Group
Stifel Financial
Wealth Enhancement Advisory Services
Townsquare Capital
Advocacy Wealth Management Services
Advisor Group Holdings
Tradewinds Capital Management
RFG Advisory
Spinnaker Trust

View all funds holding SPDR Barclays Capital Long Term Tr