Swaine & Leidel Wealth Services’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Swaine & Leidel Wealth 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
2020 Q1	–	Sell	-39,794	Closed	-$1.55M	–	65
2019 Q4	$1.55M	Sell	39,794 -289	-0.7%	-$11.6K	1.29%	37
2019 Q3	$1.65M	Buy	40,083 +2,683	+7%	+$107K	1.49%	35
2019 Q2	$1.43M	Sell	37,400 -157,812	-81%	-$5.77M	1.53%	31
2019 Q1	$7.1M	Buy	195,212 +12,263	+7%	+$430K	8.99%	1
2018 Q4	$6.42M	Buy	+182,949	New	+$6.11M	10.21%	1

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

LMIM

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Swaine & Leidel Wealth Services's SPTL Position: Q1 2020 in Review

Swaine & Leidel Wealth Services sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2020, closing a stake of 39,794 shares — an estimated $1.55M sold.

Swaine & Leidel Wealth Services first reported a position in SPTL in Q4 2018 and held it in 5 quarters. The position peaked at $7.1M in Q1 2019. 203 funds tracked by Wall St. Rank hold SPTL as of Q1 2020.

Swaine & Leidel Wealth Services reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2020 after selling out during the quarter.
Swaine & Leidel Wealth Services sold 39,794 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2020, an estimated $1.55M.
Swaine & Leidel Wealth Services first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2018 and held it in 5 quarters.
Swaine & Leidel Wealth Services's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $7.1M in Q1 2019.
203 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2020.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2020, filed 13 May 2020.