SPAS
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Spectrum Planning & Advisory Services’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Spectrum Planning & Advisory Services’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
-10,962
Closed -$495K – 53
2020
Q4 		$495K Buy
+10,962
New +$498K 0.53% 29

Other funds holding SPTL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
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

Spectrum Planning & Advisory Services's SPTL Position: Q1 2021 in Review

Spectrum Planning & Advisory Services sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2021, closing a stake of 10,962 shares — an estimated $495K sold.

Spectrum Planning & Advisory Services first reported a position in SPTL in Q4 2020 and held it in 1 quarter. The position peaked at $495K in Q4 2020. 206 funds tracked by Wall St. Rank hold SPTL as of Q1 2021.

  • Spectrum Planning & Advisory Services reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Spectrum Planning & Advisory Services sold 10,962 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2021, an estimated $495K.
  • Spectrum Planning & Advisory Services first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2020 and held it in 1 quarter.
  • Spectrum Planning & Advisory Services's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $495K 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 Spectrum Planning & Advisory Services's 13F filing for Q1 2021, filed 27 Apr 2021.