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Summit Securities Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Summit Securities 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
2014
Q1 		– Sell
-200
Closed -$6K – 558
2013
Q4 		$6K Buy
+200
New +$6.15K ﹤0.01% 378

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $148M AUM 64.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return

Summit Securities Group's SPTL Position: Q1 2014 in Review

Summit Securities Group sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2014, closing a stake of 200 shares — an estimated $6K sold.

Summit Securities Group first reported a position in SPTL in Q4 2013 and held it in 1 quarter. The position peaked at $6K in Q4 2013. 22 funds tracked by Wall St. Rank hold SPTL as of Q1 2014.

  • Summit Securities Group reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2014 after selling out during the quarter.
  • Summit Securities Group sold 200 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2014, an estimated $6K.
  • Summit Securities Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2013 and held it in 1 quarter.
  • Summit Securities Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $6K in Q4 2013.
  • 22 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2014.

Based on Summit Securities Group's 13F filing for Q1 2014, filed 17 Apr 2014.