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National Planning Corporation’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-10
Closed -$378 – 1857
2014
Q4 		$378 Buy
+10
New +$351 ﹤0.01% 2800

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

National Planning Corporation's SPTL Position: Q1 2015 in Review

National Planning Corporation sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2015, closing a stake of 10 shares — an estimated $378 sold.

National Planning Corporation first reported a position in SPTL in Q4 2014 and held it in 1 quarter. The position peaked at $378 in Q4 2014. 37 funds tracked by Wall St. Rank hold SPTL as of Q1 2015.

  • National Planning Corporation reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 10 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2015, an estimated $378.
  • National Planning Corporation first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $378 in Q4 2014.
  • 37 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.