Piershale Financial Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Piershale Financial Group’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 Q2	–	Sell	-611,956	Closed	-$22.3M	–	25
2019 Q1	$22.3M	Buy	+611,956	New	+$21.4M	13.32%	3
2016 Q4	–	Sell	-350	Closed	-$14K	–	119
2016 Q3	$14K	Sell	350 -469,138	-100%	-$18.7M	0.01%	80
2016 Q2	$18.7M	Buy	+469,488	New	+$17.8M	13.89%	3
2016 Q1	–	Sell	-268	Closed	-$9K	–	198
2015 Q4	$9K	Buy	+268	New	+$9.46K	0.01%	128

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

PCM

Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Piershale Financial Group's SPTL Position: Q2 2019 in Review

Piershale Financial Group sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2019, closing a stake of 611,956 shares — an estimated $22.3M sold.

Piershale Financial Group first reported a position in SPTL in Q4 2015 and held it in 4 quarters. The position peaked at $22.3M in Q1 2019. 168 funds tracked by Wall St. Rank hold SPTL as of Q2 2019.

Piershale Financial Group reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2019 after selling out during the quarter.
Piershale Financial Group sold 611,956 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2019, an estimated $22.3M.
Piershale Financial Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2015 and held it in 4 quarters.
Piershale Financial Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $22.3M in Q1 2019.
168 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2019.

Based on Piershale Financial Group's 13F filing for Q2 2019, filed 26 Jul 2019.