WFG Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

WFG Advisors’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
2016 Q4	–	Sell	-5,748	Closed	-$227K	–	1709
2016 Q3	$227K	Buy	+5,748	New	+$229K	0.06%	338
2016 Q2	–	Sell	-2,036	Closed	-$77K	–	1686
2016 Q1	$77K	Buy	+2,036	New	+$75.3K	0.02%	546
2015 Q2	–	Sell	-322	Closed	-$12K	–	1800
2015 Q1	$12K	Buy	322 +312	+3,120%	+$11.7K	﹤0.01%	1154
2014 Q4	$0	Buy	+10	New	+$351	﹤0.01%	2228

Other funds holding SPTL

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KLC

Knowledge Leaders Capital Denver, Colorado $42.2M AUM 24.53% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

FWM

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

WFG Advisors's SPTL Position: Q4 2016 in Review

WFG Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2016, closing a stake of 5,748 shares — an estimated $227K sold.

WFG Advisors first reported a position in SPTL in Q4 2014 and held it in 4 quarters. The position peaked at $227K in Q3 2016. 56 funds tracked by Wall St. Rank hold SPTL as of Q4 2016.

WFG Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 5,748 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2016, an estimated $227K.
WFG Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2014 and held it in 4 quarters.
WFG Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $227K in Q3 2016.
56 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.