Archford Capital Strategies’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Archford Capital Strategies’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
2021 Q1	–	Sell	-6,106	Closed	-$265K	–	278
2020 Q4	$265K	Sell	6,106 -20	-0.3%	-$909	0.06%	244
2020 Q3	$286K	Sell	6,126 -108	-2%	-$5.12K	0.08%	219
2020 Q2	$292K	Buy	+6,234	New	+$294K	0.09%	209

Other funds holding SPTL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Archford Capital Strategies's SPTL Position: Q1 2021 in Review

Archford Capital Strategies sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2021, closing a stake of 6,106 shares — an estimated $265K sold.

Archford Capital Strategies first reported a position in SPTL in Q2 2020 and held it in 3 quarters. The position peaked at $292K in Q2 2020. 206 funds tracked by Wall St. Rank hold SPTL as of Q1 2021.

Archford Capital Strategies reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
Archford Capital Strategies sold 6,106 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2021, an estimated $265K.
Archford Capital Strategies first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2020 and held it in 3 quarters.
Archford Capital Strategies's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $292K in Q2 2020.
206 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2021.

Based on Archford Capital Strategies's 13F filing for Q1 2021, filed 26 Apr 2021.