WFG Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

WFG Advisors’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	-1,678	Closed	-$51K	–	1673
2015 Q4	$51K	Buy	1,678 +498	+42%	+$15K	0.02%	656
2015 Q3	$36K	Buy	1,180 +830	+237%	+$25K	0.01%	741
2015 Q2	$11K	Buy	+350	New	+$10.5K	﹤0.01%	1169
2015 Q1	–	Sell	-18	Closed	-$1K	–	2065
2014 Q4	$1K	Buy	+18	New	+$540	﹤0.01%	1987

Other funds holding SPTI

Bank of America

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

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

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

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

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