Prospera Financial Services’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Prospera Financial Services’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
2016 Q1	–	Sell	-254,742	Closed	-$7.67M	–	369
2015 Q4	$7.67M	Buy	254,742 +28,096	+12%	+$846K	1.68%	8
2015 Q3	$6.87M	Buy	226,646 +31,528	+16%	+$949K	1.74%	8
2015 Q2	$5.86M	Buy	+195,118	New	+$5.88M	1.39%	8
2014 Q1	–	Sell	-29,174	Closed	-$862K	–	293
2013 Q4	$862K	Buy	+29,174	New	+$869K	0.29%	62

Other funds holding SPTI

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Prospera Financial Services's SPTI Position: Q1 2016 in Review

Prospera Financial Services sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2016, closing a stake of 254,742 shares — an estimated $7.67M sold.

Prospera Financial Services first reported a position in SPTI in Q4 2013 and held it in 4 quarters. The position peaked at $7.67M in Q4 2015. 54 funds tracked by Wall St. Rank hold SPTI as of Q1 2016.

Prospera Financial Services reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2016 after selling out during the quarter.
Prospera Financial Services sold 254,742 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2016, an estimated $7.67M.
Prospera Financial Services first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2013 and held it in 4 quarters.
Prospera Financial Services's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $7.67M in Q4 2015.
54 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2016.

Based on Prospera Financial Services's 13F filing for Q1 2016, filed 12 Apr 2016.