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Juncture Wealth Strategies’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Juncture Wealth Strategies’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
2019
Q2 		– Sell
-6,055
Closed -$220K – 122
2019
Q1 		$220K Sell
6,055
-244
-4% -$8.55K 0.17% 109
2018
Q4 		$221K Sell
6,299
-2,013
-24% -$67.2K 0.15% 97
2018
Q3 		$281K Buy
8,312
+2,533
+44% +$87.5K 0.15% 95
2018
Q2 		$202K Buy
+5,779
New +$199K 0.11% 106

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PCM
Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Juncture Wealth Strategies's SPTL Position: Q2 2019 in Review

Juncture Wealth Strategies sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2019, closing a stake of 6,055 shares — an estimated $220K sold.

Juncture Wealth Strategies first reported a position in SPTL in Q2 2018 and held it in 4 quarters. The position peaked at $281K in Q3 2018. 168 funds tracked by Wall St. Rank hold SPTL as of Q2 2019.

  • Juncture Wealth Strategies reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2019 after selling out during the quarter.
  • Juncture Wealth Strategies sold 6,055 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2019, an estimated $220K.
  • Juncture Wealth Strategies first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2018 and held it in 4 quarters.
  • Juncture Wealth Strategies's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $281K in Q3 2018.
  • 168 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2019.

Based on Juncture Wealth Strategies's 13F filing for Q2 2019, filed 16 Jul 2019.