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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Financial Partners (Tennessee)'s SPTL Position: Q1 2021 in Review

Pinnacle Financial Partners (Tennessee) sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2021, closing a stake of 636,935 shares — an estimated $28.7M sold.

Pinnacle Financial Partners (Tennessee) first reported a position in SPTL in Q2 2019 and held it in 7 quarters. The position peaked at $28.7M in Q4 2020. 206 funds tracked by Wall St. Rank hold SPTL as of Q1 2021.

Pinnacle Financial Partners (Tennessee) reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 636,935 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2021, an estimated $28.7M.
Pinnacle Financial Partners (Tennessee) first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2019 and held it in 7 quarters.
Pinnacle Financial Partners (Tennessee)'s State Street SPDR Portfolio Long Term Treasury ETF position peaked at $28.7M in Q4 2020.
206 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2021.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q1 2021, filed 19 Apr 2021.