Beaumont Financial Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Beaumont Financial Advisors’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	-30,626	Closed	-$1.38M	–	361
2020 Q4	$1.38M	Buy	+30,626	New	+$1.39M	0.12%	116
2020 Q3	–	Sell	-34,751	Closed	-$1.63M	–	315
2020 Q2	$1.63M	Buy	+34,751	New	+$1.64M	0.17%	98
2020 Q1	–	Sell	-46,168	Closed	-$1.79M	–	282
2019 Q4	$1.79M	Sell	46,168 -17,577	-28%	-$703K	0.18%	98
2019 Q3	$2.62M	Sell	63,745 -24,180	-28%	-$965K	0.26%	83
2019 Q2	$3.35M	Buy	87,925 +10,817	+14%	+$395K	0.35%	70
2019 Q1	$2.81M	Buy	+77,108	New	+$2.7M	0.3%	74

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 $3.37T AUM 44.26% 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 22.96% 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

Beaumont Financial Advisors's SPTL Position: Q1 2021 in Review

Beaumont Financial Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2021, closing a stake of 30,626 shares — an estimated $1.38M sold.

Beaumont Financial Advisors first reported a position in SPTL in Q1 2019 and held it in 6 quarters. The position peaked at $3.35M in Q2 2019. 206 funds tracked by Wall St. Rank hold SPTL as of Q1 2021.

Beaumont Financial Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
Beaumont Financial Advisors sold 30,626 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2021, an estimated $1.38M.
Beaumont Financial Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2019 and held it in 6 quarters.
Beaumont Financial Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $3.35M in Q2 2019.
206 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2021.

Based on Beaumont Financial Advisors's 13F filing for Q1 2021, filed 4 May 2021.