Benjamin F. Edwards & Company’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Benjamin F. Edwards & Company’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	-111	Closed	-$4K	–	1965
2019 Q2	$4K	Buy	+111	New	+$4.06K	﹤0.01%	1698
2018 Q1	–	Sell	-1,107	Closed	-$41K	–	1671
2017 Q4	$41K	Buy	1,107 +425	+62%	+$15.4K	﹤0.01%	851
2017 Q3	$25K	Buy	+682	New	+$24.7K	﹤0.01%	919

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LMIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

Benjamin F. Edwards & Company's SPTL Position: Q3 2019 in Review

Benjamin F. Edwards & Company sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2019, closing a stake of 111 shares — an estimated $4K sold.

Benjamin F. Edwards & Company first reported a position in SPTL in Q3 2017 and held it in 3 quarters. The position peaked at $41K in Q4 2017. 156 funds tracked by Wall St. Rank hold SPTL as of Q3 2019.

Benjamin F. Edwards & Company reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2019 after selling out during the quarter.
Benjamin F. Edwards & Company sold 111 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2019, an estimated $4K.
Benjamin F. Edwards & Company first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2017 and held it in 3 quarters.
Benjamin F. Edwards & Company's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $41K in Q4 2017.
156 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2019, filed 5 Nov 2019.