Apriem Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Apriem Advisors’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
2018 Q3	–	Sell	-2,442	Closed	-$86K	–	343
2018 Q2	$86K	Buy	+2,442	New	+$84.1K	0.02%	193
2017 Q2	–	Sell	-122	Closed	-$4K	–	482
2017 Q1	$4K	Hold	122	–	–	﹤0.01%	524
2016 Q4	$4K	Sell	122 -348,840	-100%	-$12.6M	﹤0.01%	544
2016 Q3	$13.8M	Buy	348,962 +18,856	+6%	+$752K	4.11%	3
2016 Q2	$13.2M	Buy	330,106 +51,852	+19%	+$1.97M	4.28%	4
2016 Q1	$10.5M	Buy	278,254 +277,774	+57,870%	+$10.3M	4.13%	2
2015 Q4	$17K	Sell	480 -1,700	-78%	-$60K	0.01%	322
2015 Q3	$78K	Buy	2,180 +1,300	+148%	+$45.7K	0.03%	156
2015 Q2	$30K	Sell	880 -79,390	-99%	-$2.82M	0.01%	258
2015 Q1	$3.02M	Buy	+80,270	New	+$3.02M	1.05%	32
2014 Q4	–	Sell	-800	Closed	-$27K	–	549
2014 Q3	$27K	Hold	800	–	–	0.01%	269
2014 Q2	$27K	Buy	800 +200	+33%	+$6.51K	0.01%	250
2014 Q1	$19K	Hold	600	–	–	0.01%	307
2013 Q4	$18K	Sell	600 -450	-43%	-$13.8K	0.01%	299
2013 Q3	$33K	Hold	1,050	–	–	0.01%	239
2013 Q2	$34K	Buy	+1,050	New	+$35.9K	0.02%	231

Other funds holding SPTL

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

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

PCM

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

Apriem Advisors's SPTL Position: Q3 2018 in Review

Apriem Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2018, closing a stake of 2,442 shares — an estimated $86K sold.

Apriem Advisors first reported a position in SPTL in Q2 2013 and held it in 16 quarters. The position peaked at $13.8M in Q3 2016. 100 funds tracked by Wall St. Rank hold SPTL as of Q3 2018.

Apriem Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 2,442 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2018, an estimated $86K.
Apriem Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2013 and held it in 16 quarters.
Apriem Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $13.8M in Q3 2016.
100 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.