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SPDR Barclays Capital Long Term Tr shares owned by SIMA Wealth Partners

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

Historical chart of SIMA Wealth 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 SIMA Wealth 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 SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-09-30 $8.3k 349 23.85

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust ST STR P500GRW (SPYG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Usd Inv Grde Etf (USIG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust St Str P400mid (SPMD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

Top funds holding SPDR Barclays Capital Long Term Tr

State Street Corporation
Financial Engines Advisors L.L.C
UBS Group
Municipal Employees' Retirement System of Michigan
FMR
Envestnet Asset Management
LPL Financial
Bank of America Corporation
Goldman Sachs Group
Assetmark
GLOBALT Investments LLC / GA
Farther Finance Advisors
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Mason Street Advisors

View all funds holding SPDR Barclays Capital Long Term Tr