BB&T Securities’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

BB&T Securities’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 Q3	$376K	Sell	9,148 -436,375	-98%	-$17.4M	﹤0.01%	1222
2019 Q2	$17M	Buy	445,523 +431,965	+3,186%	+$15.8M	0.16%	180
2019 Q1	$493K	Buy	13,558 +6,961	+106%	+$244K	﹤0.01%	1074
2018 Q4	$231K	Buy	+6,597	New	+$220K	﹤0.01%	1301
2018 Q3	–	Sell	-78,117	Closed	-$2.74M	–	1638
2018 Q2	$2.74M	Buy	+78,117	New	+$2.69M	0.03%	520
2017 Q1	–	Sell	-12,800	Closed	-$505K	–	1306
2016 Q4	$505K	Hold	12,800	–	–	0.01%	828
2016 Q3	$505K	Hold	12,800	–	–	0.01%	829
2016 Q2	$510K	Sell	12,800 -900	-7%	-$34.2K	0.01%	791
2016 Q1	$516K	Buy	+13,700	New	+$507K	0.01%	762

Other funds holding SPTL

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

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return