Concert Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Concert Wealth Management’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
2017 Q2	–	Sell	-51,964	Closed	-$1.79M	–	402
2017 Q1	$1.79M	Hold	51,964	–	–	0.4%	59
2016 Q4	$1.79M	Sell	51,964 -1,394	-3%	-$50.4K	0.4%	56
2016 Q3	$2.11M	Buy	53,358 +45,680	+595%	+$1.82M	0.26%	92
2016 Q2	$305K	Sell	7,678 -24,134	-76%	-$918K	0.04%	456
2016 Q1	$1.2M	Sell	31,812 -14,390	-31%	-$532K	0.16%	166
2015 Q4	$1.62M	Buy	46,202 +15,568	+51%	+$550K	0.22%	117
2015 Q3	$1.1M	Buy	+30,634	New	+$1.08M	0.15%	172

Other funds holding SPTL

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

PCM

Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LFA

Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return

Concert Wealth Management's SPTL Position: Q2 2017 in Review

Concert Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2017, closing a stake of 51,964 shares — an estimated $1.79M sold.

Concert Wealth Management first reported a position in SPTL in Q3 2015 and held it in 7 quarters. The position peaked at $2.11M in Q3 2016. 61 funds tracked by Wall St. Rank hold SPTL as of Q2 2017.

Concert Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 51,964 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2017, an estimated $1.79M.
Concert Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2015 and held it in 7 quarters.
Concert Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $2.11M in Q3 2016.
61 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.