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SPDR Barclays Capital Long Term Tr shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $23M 871k 26.23
2026-03-31 $322k 12k 26.30
2025-12-31 $313k 12k 26.47
2025-09-30 $315k 12k 26.95
2025-06-30 $309k 12k 26.58
2025-03-31 $320k 12k 27.26
2024-09-30 $257k 8.8k 29.07
2024-06-30 $233k 8.6k 27.22

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

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
Mirae Asset Global Investments
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Farther Finance Advisors

View all funds holding SPDR Barclays Capital Long Term Tr