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SPDR Barclays Capital Long Term Tr shares owned by SMART Wealth

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

Historical chart of SMART Wealth 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 SMART Wealth 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 SMART Wealth

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$2.0M	70k	29.07
2024-06-30	$2.0M	74k	27.22
2024-03-31	$1.7M	60k	27.94
2023-12-31	$294k	10k	29.02

More positions owned by SMART Wealth

Innovator Etfs Trust Innovator Us Eq (EALT)

Vanguard Scottsdale Fds Short Term Treas (VGSH)

Innovator Etfs Trust Invtor 2 Pls 5 (TFJL)

Tidal Tr Ii Nicholas Fixed (FIAX)

First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)

First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)

First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)

Aim Etf Products Trust Allianzim Us Lgr (AUGT)

First Tr Exchange-traded Vest Gold Strtgy (BGLD)

First Tr Exchange-traded Risng Divd Achiv (RDVY)

Vanguard Scottsdale Fds Long Term Treas (VGLT)

Berkshire Hathaway Inc Del Cl B New (BRK.B)

J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for SMART Wealth

Top funds holding SPDR Barclays Capital Long Term Tr

Fisher Investments

Financial Engines Advisors L.L.C

Bank of America Corporation

Envestnet Asset Management

Municipal Employees' Retirement System of Michigan

Mirae Asset Global Investments

Jpmorgan Chase & Co

Mason Street Advisors

Townsquare Capital

Congress Wealth Management LLC / DE /

Advocacy Wealth Management Services

Great Valley Advisor Group

View all funds holding SPDR Barclays Capital Long Term Tr

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