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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return