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SPDR Barclays Capital Long Term Tr shares owned by West Wealth Group

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

Historical chart of West Wealth 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 West Wealth 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 West Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 52k 29.07
2024-06-30 $2.0M 74k 27.22
2024-03-31 $2.1M 74k 27.94
2023-12-31 $996k 34k 29.02
2023-09-30 $942k 36k 26.15
2023-06-30 $1.1M 37k 29.90
2023-03-31 $476k 15k 30.88

More positions owned by West Wealth Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Core Total Usd (IUSB)
Ishares Msci Emrg Chn (EMXC)
Apple (AAPL)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for West Wealth Group

Top funds holding SPDR Barclays Capital Long Term Tr

State Street Corporation
Fisher Investments
Financial Engines Advisors L.L.C
Bank of America Corporation
Envestnet Asset Management
Goldman Sachs Group
Municipal Employees' Retirement System of Michigan
LPL Financial
Mirae Asset Global Investments
Mather Group
Jpmorgan Chase & Co
Mason Street Advisors
Honkamp Krueger Financial Services
Townsquare Capital
Stifel Financial

View all funds holding SPDR Barclays Capital Long Term Tr