Investment Centers of America’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Investment Centers of America’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
2017 Q3	–	Sell	-8,494	Closed	-$307K	–	622
2017 Q2	$307K	Buy	8,494 +844	+11%	+$30.1K	0.02%	441
2017 Q1	$266K	Sell	7,650 -928	-11%	-$32.2K	0.02%	494
2016 Q4	$294K	Sell	8,578 -1,286	-13%	-$46.5K	0.03%	443
2016 Q3	$388K	Sell	9,864 -262	-3%	-$10.5K	0.04%	330
2016 Q2	$405K	Sell	10,126 -208	-2%	-$7.91K	0.05%	301
2016 Q1	$390K	Buy	10,334 +2,032	+24%	+$75.2K	0.04%	311
2015 Q4	$290K	Hold	8,302	–	–	0.04%	338
2015 Q3	$298K	Buy	+8,302	New	+$292K	0.05%	315

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 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

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

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SMM

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

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

LFA

Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return

Investment Centers of America's SPTL Position: Q3 2017 in Review

Investment Centers of America sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2017, closing a stake of 8,494 shares — an estimated $307K sold.

Investment Centers of America first reported a position in SPTL in Q3 2015 and held it in 8 quarters. The position peaked at $405K in Q2 2016. 53 funds tracked by Wall St. Rank hold SPTL as of Q3 2017.

Investment Centers of America reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2017 after selling out during the quarter.
Investment Centers of America sold 8,494 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2017, an estimated $307K.
Investment Centers of America first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2015 and held it in 8 quarters.
Investment Centers of America's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $405K in Q2 2016.
53 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2017.

Based on Investment Centers of America's 13F filing for Q3 2017, filed 13 Nov 2017.