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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LMIM

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

Cooper Financial Group's SPTL Position: Q1 2021 in Review

Cooper Financial Group sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2021, closing a stake of 39,476 shares — an estimated $1.78M sold.

Cooper Financial Group first reported a position in SPTL in Q3 2019 and held it in 6 quarters. The position peaked at $3.78M in Q1 2020. 206 funds tracked by Wall St. Rank hold SPTL as of Q1 2021.

Cooper Financial Group reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
Cooper Financial Group sold 39,476 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2021, an estimated $1.78M.
Cooper Financial Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2019 and held it in 6 quarters.
Cooper Financial Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $3.78M in Q1 2020.
206 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2021.

Based on Cooper Financial Group's 13F filing for Q1 2021, filed 17 May 2021.