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

Polaris Wealth 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
2018
Q4 		– Sell
-576
Closed -$19K – 409
2018
Q3 		$19K Buy
+576
New +$19.9K ﹤0.01% 334

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
PCM
Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Polaris Wealth Advisory Group's SPTL Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2018, closing a stake of 576 shares — an estimated $19K sold.

Polaris Wealth Advisory Group first reported a position in SPTL in Q3 2018 and held it in 1 quarter. The position peaked at $19K in Q3 2018. 133 funds tracked by Wall St. Rank hold SPTL as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 576 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2018, an estimated $19K.
  • Polaris Wealth Advisory Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $19K in Q3 2018.
  • 133 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.