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

Harvest Group 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
2018
Q1 		– Sell
-566,658
Closed -$20.7M – 46
2017
Q4 		$20.7M Buy
+566,658
New +$20.5M 12.63% 1

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
PCM
Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Harvest Group Wealth Management's SPTL Position: Q1 2018 in Review

Harvest Group Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2018, closing a stake of 566,658 shares — an estimated $20.7M sold.

Harvest Group Wealth Management first reported a position in SPTL in Q4 2017 and held it in 1 quarter. The position peaked at $20.7M in Q4 2017. 75 funds tracked by Wall St. Rank hold SPTL as of Q1 2018.

  • Harvest Group Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2018 after selling out during the quarter.
  • Harvest Group Wealth Management sold 566,658 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2018, an estimated $20.7M.
  • Harvest Group Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2017 and held it in 1 quarter.
  • Harvest Group Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $20.7M in Q4 2017.
  • 75 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2018.

Based on Harvest Group Wealth Management's 13F filing for Q1 2018, filed 11 May 2018.