Wellington Wealth Strategies »

SPDR Barclays Capital Long Term Tr shares owned by Wellington Wealth Strategies

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

Historical chart of Wellington Wealth Strategies 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 Wellington Wealth Strategies 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 Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $283k 9.7k 29.02
2020-12-31 $283k 9.7k 29.02

More positions owned by Wellington Wealth Strategies

Invesco S&p Smallcap 600 Revenue Etf etf (RWJ)
Alphabet Inc Class A cs (GOOGL)
Facebook Inc cl a (META)
Merck & Co (MRK)
Adobe Systems Incorporated (ADBE)
Invesco Senior Loan Etf otr (BKLN)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Ishares Tr liquid inc etf (ICSH)
Spdr Series Trust dj ttl mkt etf (SPTM)
J P Morgan Exchange Traded F ultra shrt (JPST)
Intercontinental Exchange (ICE)
Accenture (ACN)
AmerisourceBergen (COR)
Costco Wholesale Corporation (COST)
UnitedHealth (UNH)

View all positions for Wellington Wealth Strategies

Top funds holding SPDR Barclays Capital Long Term Tr

Fisher Investments
Financial Engines Advisors L.L.C
FMR
Bank of America Corporation
Envestnet Asset Management
Municipal Employees' Retirement System of Michigan
Nan Shan Life Insurance
LPL Financial
Goldman Sachs Group
Jpmorgan Chase & Co
Congress Wealth Management LLC / DE /
SCS Capital Management
UBS Group
Stifel Financial
Morgan Stanley

View all funds holding SPDR Barclays Capital Long Term Tr