Spectrum Management Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Spectrum Management 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
2019 Q4	–	Sell	-600	Closed	-$25K	–	237
2019 Q3	$25K	Sell	600 -21,295	-97%	-$850K	0.01%	164
2019 Q2	$836K	Buy	21,895 +20,320	+1,290%	+$743K	0.23%	52
2019 Q1	$57K	Sell	1,575 -4,725	-75%	-$166K	0.02%	131
2018 Q4	$221K	Buy	+6,300	New	+$210K	0.08%	71
2018 Q3	–	Sell	-6,180	Closed	-$216K	–	241
2018 Q2	$216K	Buy	+6,180	New	+$213K	0.08%	82
2018 Q1	–	Sell	-770	Closed	-$28K	–	261
2017 Q4	$28K	Buy	+770	New	+$27.9K	0.01%	154

Other funds holding SPTL

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

LMIM

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

MERSOM

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCM

Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Spectrum Management Group's SPTL Position: Q4 2019 in Review

Spectrum Management Group sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2019, closing a stake of 600 shares — an estimated $25K sold.

Spectrum Management Group first reported a position in SPTL in Q4 2017 and held it in 6 quarters. The position peaked at $836K in Q2 2019. 181 funds tracked by Wall St. Rank hold SPTL as of Q4 2019.

Spectrum Management Group reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2019 after selling out during the quarter.
Spectrum Management Group sold 600 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2019, an estimated $25K.
Spectrum Management Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2017 and held it in 6 quarters.
Spectrum Management Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $836K in Q2 2019.
181 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2019.

Based on Spectrum Management Group's 13F filing for Q4 2019, filed 4 Feb 2020.