Leicht Financial Planning & Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Leicht Financial Planning & 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
2020 Q2	–	Sell	-35,581	Closed	-$1.68M	–	50
2020 Q1	$1.68M	Buy	35,581 +27,824	+359%	+$1.19M	1.62%	15
2019 Q4	$302K	Buy	+7,757	New	+$310K	0.27%	51

Other funds holding SPTL

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's SPTL Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2020, closing a stake of 35,581 shares — an estimated $1.68M sold.

Leicht Financial Planning & Wealth Management first reported a position in SPTL in Q4 2019 and held it in 2 quarters. The position peaked at $1.68M in Q1 2020. 200 funds tracked by Wall St. Rank hold SPTL as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 35,581 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2020, an estimated $1.68M.
Leicht Financial Planning & Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2019 and held it in 2 quarters.
Leicht Financial Planning & Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.68M in Q1 2020.
200 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.