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Braun-Bostich & Associates’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Braun-Bostich & Associates’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
2020
Q3 		– Sell
-99
Closed -$5K – 329
2020
Q2 		$5K Hold
99
– – ﹤0.01% 267
2020
Q1 		$5K Hold
99
– – 0.01% 252
2019
Q4 		$4K Buy
+99
New +$3.96K ﹤0.01% 287

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Braun-Bostich & Associates's SPTL Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2020, closing a stake of 99 shares — an estimated $5K sold.

Braun-Bostich & Associates first reported a position in SPTL in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q2 2020. 202 funds tracked by Wall St. Rank hold SPTL as of Q3 2020.

  • Braun-Bostich & Associates reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 99 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2020, an estimated $5K.
  • Braun-Bostich & Associates first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2019 and held it in 3 quarters.
  • Braun-Bostich & Associates's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $5K in Q2 2020.
  • 202 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.