Investors Financial Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Investors 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 Q2	–	Sell	-9,095	Closed	-$355K	–	210
2021 Q1	$355K	Sell	9,095 -9,759	-52%	-$406K	0.21%	125
2020 Q4	$851K	Buy	18,854 +5,353	+40%	+$243K	0.56%	52
2020 Q3	$631K	Buy	13,501 +7,497	+125%	+$356K	0.47%	62
2020 Q2	$282K	Buy	+6,004	New	+$283K	0.23%	107

Other funds holding SPTL

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Investors Financial Group's SPTL Position: Q2 2021 in Review

Investors Financial Group sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2021, closing a stake of 9,095 shares — an estimated $355K sold.

Investors Financial Group first reported a position in SPTL in Q2 2020 and held it in 4 quarters. The position peaked at $851K in Q4 2020. 216 funds tracked by Wall St. Rank hold SPTL as of Q2 2021.

Investors Financial Group reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2021 after selling out during the quarter.
Investors Financial Group sold 9,095 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2021, an estimated $355K.
Investors Financial Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2020 and held it in 4 quarters.
Investors Financial Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $851K in Q4 2020.
216 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2021.

Based on Investors Financial Group's 13F filing for Q2 2021, filed 29 Jul 2021.