Insight 2811 Inc’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Insight 2811 Inc’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
2020 Q2	–	Sell	-4,653	Closed	-$220K	–	73
2020 Q1	$220K	Sell	4,653 -10,094	-68%	-$432K	0.16%	50
2019 Q4	$573K	Sell	14,747 -144	-1%	-$5.75K	0.38%	35
2019 Q3	$611K	Sell	14,891 -1,659	-10%	-$66.2K	0.43%	36
2019 Q2	$638K	Buy	16,550 +1,251	+8%	+$45.7K	0.46%	38
2019 Q1	$557K	Sell	15,299 -2,046	-12%	-$71.7K	0.43%	42
2018 Q4	$608K	Sell	17,345 -1,653	-9%	-$55.2K	0.52%	34
2018 Q3	$642K	Sell	18,998 -19,757	-51%	-$683K	0.43%	49
2018 Q2	$1.36M	Buy	38,755 +520	+1%	+$17.9K	0.94%	15
2018 Q1	$1.34M	Sell	38,235 -115	-0.3%	-$4K	0.96%	13
2017 Q4	$1.4M	Buy	+38,350	New	+$1.39M	1.03%	14

Other funds holding SPTL

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Insight 2811 Inc's SPTL Position: Q2 2020 in Review

Insight 2811 Inc sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2020, closing a stake of 4,653 shares — an estimated $220K sold.

Insight 2811 Inc first reported a position in SPTL in Q4 2017 and held it in 10 quarters. The position peaked at $1.4M in Q4 2017. 200 funds tracked by Wall St. Rank hold SPTL as of Q2 2020.

Insight 2811 Inc reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2020 after selling out during the quarter.
Insight 2811 Inc sold 4,653 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2020, an estimated $220K.
Insight 2811 Inc first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2017 and held it in 10 quarters.
Insight 2811 Inc's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.4M in Q4 2017.
200 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2020.

Based on Insight 2811 Inc's 13F filing for Q2 2020, filed 21 Jul 2020.