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Pinnacle Advisory Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Pinnacle Advisory 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
2021
Q1 		$525K Buy
13,475
+1,859
+16% +$77.3K 0.02% 155
2020
Q4 		$524K Sell
11,616
-2
-0% -$91 0.03% 127
2020
Q3 		$543K Sell
11,618
-965
-8% -$45.8K 0.04% 122
2020
Q2 		$590K Sell
12,583
-2,514
-17% -$118K 0.04% 116
2020
Q1 		$713K Sell
15,097
-6,563
-30% -$281K 0.07% 93
2019
Q4 		$842K Sell
21,660
-548
-2% -$21.9K 0.06% 96
2019
Q3 		$911K Sell
22,208
-1,157
-5% -$46.2K 0.06% 87
2019
Q2 		$892K Buy
23,365
+406
+2% +$14.8K 0.06% 93
2019
Q1 		$835K Sell
22,959
-5,003
-18% -$175K 0.06% 89
2018
Q4 		$980K Buy
27,962
+11,994
+75% +$400K 0.07% 81
2018
Q3 		$540K Sell
15,968
-3,434
-18% -$119K 0.04% 108
2018
Q2 		$680K Sell
19,402
-7,512
-28% -$259K 0.04% 91
2018
Q1 		$945K Sell
26,914
-4,329
-14% -$151K 0.06% 82
2017
Q4 		$1.14M Sell
31,243
-2,385
-7% -$86.3K 0.07% 75
2017
Q3 		$1.21M Sell
33,628
-6,376
-16% -$231K 0.07% 63
2017
Q2 		$1.44M Sell
40,004
-412
-1% -$14.7K 0.09% 58
2017
Q1 		$1.41M Sell
40,416
-160
-0.4% -$5.55K 0.09% 57
2016
Q4 		$1.4M Buy
40,576
+34,488
+566% +$1.25M 0.09% 56
2016
Q3 		$232K Sell
6,088
-7,254
-54% -$289K 0.02% 117
2016
Q2 		$532K Buy
+13,342
New +$507K 0.04% 65
2013
Q4 		– Sell
-264,570
Closed -$8.27M – 108
2013
Q3 		$8.27M Buy
+264,570
New +$8.22M 0.97% 21

Other funds holding SPTL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Pinnacle Advisory Group's SPTL Position: Q1 2021 in Review

Pinnacle Advisory Group increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 16% in Q1 2021, buying an estimated $77.3K and bringing the position to 13,475 shares worth $525K. The position accounts for 0.02% of the portfolio, ranked #155.

Pinnacle Advisory Group first reported a position in SPTL in Q3 2013 and has held it in 21 quarters since. The position peaked at $8.27M in Q3 2013. 206 funds tracked by Wall St. Rank hold SPTL as of Q1 2021.

  • Pinnacle Advisory Group held 13,475 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $525K as of Q1 2021.
  • Pinnacle Advisory Group bought 1,859 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2021, an estimated $77.3K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.02% of Pinnacle Advisory Group's portfolio in Q1 2021, its #155 holding.
  • Pinnacle Advisory Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2013 and has held it in 21 quarters since.
  • Pinnacle Advisory Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $8.27M in Q3 2013.
  • 206 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.