Moller Wealth Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Moller Wealth Partners’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
2016 Q2	–	Sell	-7,062	Closed	-$266K	–	42
2016 Q1	$266K	Sell	7,062 -232	-3%	-$8.58K	0.16%	33
2015 Q4	$255K	Buy	+7,294	New	+$257K	0.14%	37

Other funds holding SPTL

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

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

PFG

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Moller Wealth Partners's SPTL Position: Q2 2016 in Review

Moller Wealth Partners sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2016, closing a stake of 7,062 shares — an estimated $266K sold.

Moller Wealth Partners first reported a position in SPTL in Q4 2015 and held it in 2 quarters. The position peaked at $266K in Q1 2016. 55 funds tracked by Wall St. Rank hold SPTL as of Q2 2016.

Moller Wealth Partners reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2016 after selling out during the quarter.
Moller Wealth Partners sold 7,062 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2016, an estimated $266K.
Moller Wealth Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2015 and held it in 2 quarters.
Moller Wealth Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $266K in Q1 2016.
55 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2016.

Based on Moller Wealth Partners's 13F filing for Q2 2016, filed 1 Aug 2016.