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

Horst & Graben 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
2021 Q1	–	Sell	-24,087	Closed	-$1.09M	–	134
2020 Q4	$1.09M	Buy	24,087 +5,941	+33%	+$270K	0.37%	36
2020 Q3	$848K	Buy	18,146 +3,723	+26%	+$177K	0.33%	43
2020 Q2	$677K	Sell	14,423 -11,260	-44%	-$531K	0.3%	46
2020 Q1	$1.21M	Buy	+25,683	New	+$1.1M	0.64%	21

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 40.89% 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

Horst & Graben Wealth Management's SPTL Position: Q1 2021 in Review

Horst & Graben Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2021, closing a stake of 24,087 shares — an estimated $1.09M sold.

Horst & Graben Wealth Management first reported a position in SPTL in Q1 2020 and held it in 4 quarters. The position peaked at $1.21M in Q1 2020. 206 funds tracked by Wall St. Rank hold SPTL as of Q1 2021.

Horst & Graben Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
Horst & Graben Wealth Management sold 24,087 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2021, an estimated $1.09M.
Horst & Graben Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2020 and held it in 4 quarters.
Horst & Graben Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.21M 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 Horst & Graben Wealth Management's 13F filing for Q1 2021, filed 20 Apr 2021.