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SPDR Barclays Capital Long Term Tr shares owned by Summit Trail Advisors

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

Historical chart of Summit Trail 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 Trail Advisors 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 Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 447k 27.94
2023-12-31 $12M 422k 29.02
2023-09-30 $22M 852k 26.15
2023-06-30 $24M 810k 29.90
2023-03-31 $9.9M 322k 30.88
2022-12-31 $1.1M 38k 29.03

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Broadcom (AVGO)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Expeditors International of Washington (EXPD)
Kraneshares Trust California Carb (KCCA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Summit Trail 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