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Verus Capital Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Verus Capital Partners’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 		$160K Buy
3,390
+31
+0.9% +$1.33K 0.05% 222
2019
Q4 		$131K Buy
+3,359
New +$134K 0.04% 312

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Financial Engines Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Verus Capital Partners's SPTL Position: Q1 2020 in Review

Verus Capital Partners increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 0.92% in Q1 2020, buying an estimated $1.33K and bringing the position to 3,390 shares worth $160K. The position accounts for 0.05% of the portfolio, ranked #222.

Verus Capital Partners first reported a position in SPTL in Q4 2019 and has held it in 2 quarters since. 203 funds tracked by Wall St. Rank hold SPTL as of Q1 2020.

  • Verus Capital Partners held 3,390 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $160K as of Q1 2020.
  • Verus Capital Partners bought 31 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2020, an estimated $1.33K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.05% of Verus Capital Partners's portfolio in Q1 2020, its #222 holding.
  • Verus Capital Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2019 and has held it in 2 quarters since.
  • 203 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.