ARS Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

ARS Wealth Advisors’s Portfolio SPTI Stock Details SPTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-10,000	Closed	-$297K	–	122
2017 Q4	$297K	Hold	10,000	–	–	0.11%	95
2017 Q3	$300K	Hold	10,000	–	–	0.12%	90
2017 Q2	$300K	Hold	10,000	–	–	0.12%	85
2017 Q1	$299K	Hold	10,000	–	–	0.13%	85
2016 Q4	$298K	Sell	10,000 -6,000	-38%	-$181K	0.13%	74
2016 Q3	$491K	Hold	16,000	–	–	0.21%	50
2016 Q2	$493K	Hold	16,000	–	–	0.21%	48
2016 Q1	$488K	Buy	16,000 +600	+4%	+$18.2K	0.23%	45
2015 Q4	$463K	Buy	15,400 +8,200	+114%	+$247K	0.24%	44
2015 Q3	$218K	Buy	+7,200	New	+$217K	0.11%	69

Other funds holding SPTI

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.57B AUM 12.26% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.62B AUM 17.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return