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Oliver Luxxe Assets’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Oliver Luxxe Assets’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
Q4 		– Sell
-25,076
Closed -$991K – 94
2016
Q3 		$991K Buy
+25,076
New +$1M 0.78% 46

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KLC
Knowledge Leaders Capital Denver, Colorado $42.2M AUM 24.52% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Oliver Luxxe Assets's SPTL Position: Q4 2016 in Review

Oliver Luxxe Assets sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2016, closing a stake of 25,076 shares — an estimated $991K sold.

Oliver Luxxe Assets first reported a position in SPTL in Q3 2016 and held it in 1 quarter. The position peaked at $991K in Q3 2016. 56 funds tracked by Wall St. Rank hold SPTL as of Q4 2016.

  • Oliver Luxxe Assets reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2016 after selling out during the quarter.
  • Oliver Luxxe Assets sold 25,076 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2016, an estimated $991K.
  • Oliver Luxxe Assets first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2016 and held it in 1 quarter.
  • Oliver Luxxe Assets's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $991K in Q3 2016.
  • 56 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2016.

Based on Oliver Luxxe Assets's 13F filing for Q4 2016, filed 9 Jan 2017.