Summit Financial Wealth Advisors »

SPDR Barclays Capital Long Term Tr shares owned by Summit Financial Wealth Advisors

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

Historical chart of Summit Financial Wealth Advisors 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 Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Barclays Capital Long Term Tr by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 46k 29.02
2023-09-30 $599k 23k 26.03

More positions owned by Summit Financial Wealth Advisors

First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN)
Vanguard Index Fds Growth Etf (VUG)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Alps Etf Tr Alerian Mlp (AMLP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Valero Energy Corporation (VLO)
Garmin SHS (GRMN)
Genuine Parts Company (GPC)
Hancock Holding Company (HWC)
Eaton Corp SHS (ETN)
Raytheon Technologies Corp (RTX)

View all positions for Summit Financial Wealth Advisors

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