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SPDR Barclays Capital Long Term Tr shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $172k 6.3k 27.22
2024-03-31 $168k 6.0k 27.94
2023-06-30 $4.6k 154 29.90
2023-03-31 $4.8k 154 30.88

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding SPDR Barclays Capital Long Term Tr

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

View all funds holding SPDR Barclays Capital Long Term Tr