Pinnacle Financial Partners (Tennessee)’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Pinnacle Financial Partners (Tennessee)’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	–	Sell	-636,935	Closed	-$28.7M	–	461
2020 Q4	$28.7M	Buy	636,935 +52,570	+9%	+$2.39M	1.42%	11
2020 Q3	$27.3M	Buy	584,365 +47,561	+9%	+$2.26M	1.48%	9
2020 Q2	$25.2M	Buy	536,804 +320,699	+148%	+$15.1M	1.44%	12
2020 Q1	$10.2M	Sell	216,105 -53,283	-20%	-$2.28M	0.71%	34
2019 Q4	$10.5M	Buy	269,388 +15,433	+6%	+$617K	0.65%	48
2019 Q3	$10.4M	Buy	253,955 +65,984	+35%	+$2.63M	0.75%	43
2019 Q2	$7.17M	Buy	+187,971	New	+$6.87M	0.54%	57

Other funds holding SPTL

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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