Aviance Capital Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Aviance Capital Management’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	-30	Closed	-$1K	–	255
2018 Q4	$1K	Buy	+30	New	+$1K	﹤0.01%	229
2017 Q3	–	Sell	-342	Closed	-$12K	–	371
2017 Q2	$12K	Buy	+342	New	+$12.2K	﹤0.01%	244
2016 Q4	–	Sell	-47,302	Closed	-$1.87M	–	302
2016 Q3	$1.87M	Buy	47,302 +31,812	+205%	+$1.27M	0.05%	157
2016 Q2	$618K	Buy	+15,490	New	+$589K	0.02%	238
2016 Q1	–	Sell	-89,458	Closed	-$3.13M	–	321
2015 Q4	$3.13M	Buy	+89,458	New	+$3.16M	0.1%	121

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