United Asset Strategies’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

United Asset Strategies’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 Q1	–	Sell	-5,858	Closed	-$205K	–	211
2018 Q4	$205K	Sell	5,858 -3,475	-37%	-$116K	0.06%	179
2018 Q3	$315K	Buy	+9,333	New	+$323K	0.07%	168
2018 Q2	–	Sell	-7,297	Closed	-$256K	–	207
2018 Q1	$256K	Sell	7,297 -37	-0.5%	-$1.29K	0.08%	172
2017 Q4	$268K	Buy	+7,334	New	+$265K	0.07%	173

Other funds holding SPTL

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

LMIM

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

CSIA

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

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

PCM

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

CWSR

Chessman Wealth Strategies RIA Dallas, Texas $211K AUM 15.56% 1-Year Est. Return

United Asset Strategies's SPTL Position: Q1 2019 in Review

United Asset Strategies sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2019, closing a stake of 5,858 shares — an estimated $205K sold.

United Asset Strategies first reported a position in SPTL in Q4 2017 and held it in 4 quarters. The position peaked at $315K in Q3 2018. 144 funds tracked by Wall St. Rank hold SPTL as of Q1 2019.

United Asset Strategies reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2019 after selling out during the quarter.
United Asset Strategies sold 5,858 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2019, an estimated $205K.
United Asset Strategies first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2017 and held it in 4 quarters.
United Asset Strategies's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $315K in Q3 2018.
144 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2019.

Based on United Asset Strategies's 13F filing for Q1 2019, filed 2 May 2019.