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SPDR Barclays Capital Long Term Tr shares owned by Wallace Advisory Group

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

Historical chart of Wallace Advisory Group 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 Wallace Advisory Group 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 Wallace Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $271k 9.3k 29.02
2023-12-31 $240k 9.2k 26.15
2023-09-30 $265k 8.9k 29.90
2023-06-30 $291k 9.4k 30.88
2023-03-31 $291k 9.4k 30.88
2022-12-31 $277k 9.5k 29.03

More positions owned by Wallace Advisory Group

Merck & Co (MRK)
Chevron Corporation (CVX)
Amazon (AMZN)
Cigna Corp (CI)
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Alphabet Cap Stk Cl A (GOOGL)
Adobe Systems Incorporated (ADBE)
Ishares Tr Msci China Etf (MCHI)

View all positions for Wallace Advisory Group

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