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Almanack Investment Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Almanack Investment Partners’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
2017
Q3 		– Sell
-86,472
Closed -$3.12M – 190
2017
Q2 		$3.12M Sell
86,472
-3,676
-4% -$131K 1.74% 14
2017
Q1 		$3.14M Sell
90,148
-14,702
-14% -$510K 2.35% 9
2016
Q4 		$3.62M Buy
+104,850
New +$3.79M 3.01% 10

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return

Almanack Investment Partners's SPTL Position: Q3 2017 in Review

Almanack Investment Partners sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2017, closing a stake of 86,472 shares — an estimated $3.12M sold.

Almanack Investment Partners first reported a position in SPTL in Q4 2016 and held it in 3 quarters. The position peaked at $3.62M in Q4 2016. 53 funds tracked by Wall St. Rank hold SPTL as of Q3 2017.

  • Almanack Investment Partners reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2017 after selling out during the quarter.
  • Almanack Investment Partners sold 86,472 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2017, an estimated $3.12M.
  • Almanack Investment Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2016 and held it in 3 quarters.
  • Almanack Investment Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $3.62M in Q4 2016.
  • 53 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2017.

Based on Almanack Investment Partners's 13F filing for Q3 2017, filed 13 Nov 2017.