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Valmark Advisers’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Valmark Advisers’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
Q4 		– Sell
-23,539
Closed -$966K – 250
2019
Q3 		$966K Buy
+23,539
New +$940K 0.02% 103

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LPL Financial
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
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Valmark Advisers's SPTL Position: Q4 2019 in Review

Valmark Advisers sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2019, closing a stake of 23,539 shares — an estimated $966K sold.

Valmark Advisers first reported a position in SPTL in Q3 2019 and held it in 1 quarter. The position peaked at $966K in Q3 2019. 181 funds tracked by Wall St. Rank hold SPTL as of Q4 2019.

  • Valmark Advisers reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2019 after selling out during the quarter.
  • Valmark Advisers sold 23,539 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2019, an estimated $966K.
  • Valmark Advisers first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2019 and held it in 1 quarter.
  • Valmark Advisers's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $966K in Q3 2019.
  • 181 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2019.

Based on Valmark Advisers's 13F filing for Q4 2019, filed 31 Jan 2020.