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SPDR Barclays Capital Long Term Tr shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors 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 WCG Wealth Advisors 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 502k 27.94
2023-12-31 $14M 480k 29.02
2023-09-30 $2.5M 95k 26.15

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Amazon (AMZN)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for WCG Wealth Advisors

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