Sonora Investment Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Sonora Investment Management’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
2020 Q4	–	Sell	-137	Closed	-$6K	–	1777
2020 Q3	$6K	Sell	137 -175	-56%	-$8.3K	﹤0.01%	1400
2020 Q2	$15K	Buy	+312	New	+$14.7K	﹤0.01%	904
2019 Q4	–	Sell	-116	Closed	-$5K	–	1731
2019 Q3	$5K	Buy	+116	New	+$4.63K	﹤0.01%	1410

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sonora Investment Management's SPTL Position: Q4 2020 in Review

Sonora Investment Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2020, closing a stake of 137 shares — an estimated $6K sold.

Sonora Investment Management first reported a position in SPTL in Q3 2019 and held it in 3 quarters. The position peaked at $15K in Q2 2020. 226 funds tracked by Wall St. Rank hold SPTL as of Q4 2020.

Sonora Investment Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2020 after selling out during the quarter.
Sonora Investment Management sold 137 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2020, an estimated $6K.
Sonora Investment Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2019 and held it in 3 quarters.
Sonora Investment Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $15K in Q2 2020.
226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.