Landmark Financial Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Landmark Financial Advisors’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 Q1	–	Sell	-58,844	Closed	-$2.06M	–	55
2018 Q4	$2.06M	Sell	58,844 -36,979	-39%	-$1.23M	1.35%	18
2018 Q3	$3.24M	Sell	95,823 -18,681	-16%	-$646K	1.93%	13
2018 Q2	$4.01M	Sell	114,504 -5,927	-5%	-$204K	2.49%	12
2018 Q1	$4.23M	Sell	120,431 -19,289	-14%	-$671K	2.65%	12
2017 Q4	$5.11M	Buy	139,720 +3,554	+3%	+$129K	3.23%	10
2017 Q3	$4.9M	Buy	136,166 +14,806	+12%	+$536K	3.31%	10
2017 Q2	$4.38M	Buy	121,360 +6,358	+6%	+$227K	3.14%	10
2017 Q1	$4.01M	Buy	115,002 +22,042	+24%	+$765K	2.98%	10
2016 Q4	$3.2M	Buy	92,960 +42,382	+84%	+$1.53M	2.56%	11
2016 Q3	$2M	Buy	50,578 +19,280	+62%	+$769K	1.7%	14
2016 Q2	$1.25M	Buy	31,298 +22,588	+259%	+$859K	1.17%	22
2016 Q1	$328K	Buy	+8,710	New	+$322K	0.33%	38

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCM

Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return

CWSR

Chessman Wealth Strategies RIA Dallas, Texas $211K AUM 15.56% 1-Year Est. Return

Landmark Financial Advisors's SPTL Position: Q1 2019 in Review

Landmark Financial Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2019, closing a stake of 58,844 shares — an estimated $2.06M sold.

Landmark Financial Advisors first reported a position in SPTL in Q1 2016 and held it in 12 quarters. The position peaked at $5.11M in Q4 2017. 144 funds tracked by Wall St. Rank hold SPTL as of Q1 2019.

Landmark Financial Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2019 after selling out during the quarter.
Landmark Financial Advisors sold 58,844 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2019, an estimated $2.06M.
Landmark Financial Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2016 and held it in 12 quarters.
Landmark Financial Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $5.11M in Q4 2017.
144 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2019.

Based on Landmark Financial Advisors's 13F filing for Q1 2019, filed 2 May 2019.