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Freedom Investment Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Freedom Investment 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
2016
Q1 		– Sell
-16,278
Closed -$569K – 884
2015
Q4 		$569K Buy
+16,278
New +$575K 0.04% 362

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return

Freedom Investment Management's SPTL Position: Q1 2016 in Review

Freedom Investment Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2016, closing a stake of 16,278 shares — an estimated $569K sold.

Freedom Investment Management first reported a position in SPTL in Q4 2015 and held it in 1 quarter. The position peaked at $569K in Q4 2015. 52 funds tracked by Wall St. Rank hold SPTL as of Q1 2016.

  • Freedom Investment Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2016 after selling out during the quarter.
  • Freedom Investment Management sold 16,278 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2016, an estimated $569K.
  • Freedom Investment Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2015 and held it in 1 quarter.
  • Freedom Investment Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $569K in Q4 2015.
  • 52 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2016.

Based on Freedom Investment Management's 13F filing for Q1 2016, filed 8 Apr 2016.