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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
2024-03-31 $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

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Global Energ Etf (IXC)

View all positions for West Wealth 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
Assetmark
UBS Group
Stifel Financial
Wealth Enhancement Advisory Services
Townsquare Capital
Advocacy Wealth Management Services
Advisor Group Holdings
Great Valley Advisor Group
Tradewinds Capital Management

View all funds holding SPDR Barclays Capital Long Term Tr