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 $2.9T AUM 29.55% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Envestnet Asset Management

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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