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Alliance Wealth Management Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Alliance Wealth Management Group’s Portfolio SPTL Stock Details SPTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-5,906
Closed -$234K – 33
2016
Q2 		$234K Buy
+5,906
New +$225K 0.16% 24

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Alliance Wealth Management Group's SPTL Position: Q3 2016 in Review

Alliance Wealth Management Group sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2016, closing a stake of 5,906 shares — an estimated $234K sold.

Alliance Wealth Management Group first reported a position in SPTL in Q2 2016 and held it in 1 quarter. The position peaked at $234K in Q2 2016. 69 funds tracked by Wall St. Rank hold SPTL as of Q3 2016.

  • Alliance Wealth Management Group reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2016 after selling out during the quarter.
  • Alliance Wealth Management Group sold 5,906 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2016, an estimated $234K.
  • Alliance Wealth Management Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2016 and held it in 1 quarter.
  • Alliance Wealth Management Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $234K in Q2 2016.
  • 69 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2016.

Based on Alliance Wealth Management Group's 13F filing for Q3 2016, filed 14 Nov 2016.