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SPDR Barclays Capital Long Term Tr shares owned by Forum Financial Management

Quarter-by-quarter ownership of SPDR Barclays Capital Long Term Tr (SPTL) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management 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 Forum Financial Management 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 Forum Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 160k 27.94

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)

View all positions for Forum Financial Management

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