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	–	370
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 $3.37T AUM 44.26% 1-Year Est. Return

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

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

CWSR

Chessman Wealth Strategies RIA Dallas, Texas $211K AUM 15.56% 1-Year Est. Return

Aviance Capital Management's SPTL Position: Q1 2019 in Review

Aviance Capital Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2019, closing a stake of 30 shares — an estimated $1K sold.

Aviance Capital Management first reported a position in SPTL in Q4 2015 and held it in 5 quarters. The position peaked at $3.13M in Q4 2015. 144 funds tracked by Wall St. Rank hold SPTL as of Q1 2019.

Aviance Capital Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2019 after selling out during the quarter.
Aviance Capital Management sold 30 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2019, an estimated $1K.
Aviance Capital Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2015 and held it in 5 quarters.
Aviance Capital Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $3.13M in Q4 2015.
144 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.