Cooper Financial Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Cooper Financial 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
2021 Q1	–	Sell	-39,476	Closed	-$1.78M	–	311
2020 Q4	$1.78M	Buy	39,476 +3,143	+9%	+$143K	0.36%	45
2020 Q3	$1.7M	Buy	36,333 +1,498	+4%	+$71.1K	0.49%	35
2020 Q2	$1.63M	Sell	34,835 -45,216	-56%	-$2.13M	0.53%	32
2020 Q1	$3.78M	Sell	80,051 -6,331	-7%	-$271K	1.58%	15
2019 Q4	$3.36M	Buy	86,382 +19,984	+30%	+$799K	1.34%	16
2019 Q3	$2.72M	Buy	+66,398	New	+$2.65M	1.23%	17

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