NEXT Financial Holdings’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

NEXT Financial Holdings’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	$162K	Buy	+4,458	New	+$156K	0.04%	422

Other funds holding SPTL

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 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 $9.44B AUM 18.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFG

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

LPL Financial San Diego, California $377B AUM 19.32% 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

NEXT Financial Holdings's SPTL Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2019: 4,458 shares worth $162K. The stake represents 0.04% of the portfolio and ranks #422 among its holdings.

144 funds tracked by Wall St. Rank hold SPTL as of Q1 2019.

NEXT Financial Holdings held 4,458 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $162K as of Q1 2019.
State Street SPDR Portfolio Long Term Treasury ETF was a new NEXT Financial Holdings position in Q1 2019.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.04% of NEXT Financial Holdings's portfolio in Q1 2019, its #422 holding.
144 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.