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Moneta Group Investment Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Moneta Group Investment 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
2018
Q3 		– Sell
-6,176
Closed -$216K – 354
2018
Q2 		$216K Buy
+6,176
New +$213K 0.02% 241

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PCM
Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return

Moneta Group Investment Advisors's SPTL Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2018, closing a stake of 6,176 shares — an estimated $216K sold.

Moneta Group Investment Advisors first reported a position in SPTL in Q2 2018 and held it in 1 quarter. The position peaked at $216K in Q2 2018. 100 funds tracked by Wall St. Rank hold SPTL as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 6,176 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2018, an estimated $216K.
  • Moneta Group Investment Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $216K in Q2 2018.
  • 100 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.