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Beacon Financial Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Beacon Financial 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
2019
Q3 		– Sell
-12,047
Closed -$460K – 190
2019
Q2 		$460K Buy
+12,047
New +$440K 0.08% 147

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PCM
Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Beacon Financial Group's SPTL Position: Q3 2019 in Review

Beacon Financial Group sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2019, closing a stake of 12,047 shares — an estimated $460K sold.

Beacon Financial Group first reported a position in SPTL in Q2 2019 and held it in 1 quarter. The position peaked at $460K in Q2 2019. 156 funds tracked by Wall St. Rank hold SPTL as of Q3 2019.

  • Beacon Financial Group reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2019 after selling out during the quarter.
  • Beacon Financial Group sold 12,047 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2019, an estimated $460K.
  • Beacon Financial Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2019 and held it in 1 quarter.
  • Beacon Financial Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $460K in Q2 2019.
  • 156 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2019.

Based on Beacon Financial Group's 13F filing for Q3 2019, filed 15 Oct 2019.