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Clark Capital Management Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Clark Capital Management 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
-2,586,257
Closed -$98.7M – 322
2019
Q2 		$98.7M Buy
+2,586,257
New +$94.5M 2.08% 4
2016
Q1 		– Sell
-509,102
Closed -$17.8M – 353
2015
Q4 		$17.8M Buy
+509,102
New +$18M 1.44% 8

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Clark Capital Management Group's SPTL Position: Q3 2019 in Review

Clark Capital Management Group sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2019, closing a stake of 2,586,257 shares — an estimated $98.7M sold.

Clark Capital Management Group first reported a position in SPTL in Q4 2015 and held it in 2 quarters. The position peaked at $98.7M in Q2 2019. 156 funds tracked by Wall St. Rank hold SPTL as of Q3 2019.

  • Clark Capital Management Group reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2019 after selling out during the quarter.
  • Clark Capital Management Group sold 2,586,257 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2019, an estimated $98.7M.
  • Clark Capital Management Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2015 and held it in 2 quarters.
  • Clark Capital Management Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $98.7M 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 Clark Capital Management Group's 13F filing for Q3 2019, filed 6 Nov 2019.