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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

207 hedge funds and large institutions have $2.94B invested in SPDR Portfolio Long Term Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 79 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-19
Holders Change %
-8.41%
% of All Funds
3.65%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.23%
New
41
Increased
63
Reduced
79
Closed
57
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$649M
2
Financial Engines Advisors
Financial Engines Advisors
California
$611M
3
Citadel Advisors
Citadel Advisors
Florida
$121M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$136M
5
Bank of America
Bank of America
North Carolina
$47.7M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$27K
2
Charles Schwab
Charles Schwab
California
$0
3
State Street
State Street
Massachusetts
$512M
4
PFP
Pinnacle Financial Partners
Tennessee
$0
5
LMIM
Lockheed Martin Investment Management
Maryland
$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
226
NWAM LLC
Washington
– -$659K -14,603 Closed
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
– -$621K -14,339 Closed
SCM
228
SCS Capital Management
Massachusetts
– -$599K -13,269 Closed
LFF
229
Level Four Financial
Texas
– -$585K -12,953 Closed
SPAS
230
Spectrum Planning & Advisory Services
California
– -$495K -10,962 Closed
IA
231
IndexIQ Advisors
New York
– -$360K -7,988 Closed
W
232
WealthOne
New York
– -$348K -7,716 Closed
JFS
233
JD Financial Services
Pennsylvania
– -$333K -7,387 Closed
CF
234
Centaurus Financial
California
– -$303K -6,708 Closed
IWC
235
Integrated Wealth Concepts
Massachusetts
– -$301K -6,671 Closed
Millennium Management
236
Millennium Management
New York
– -$290K -6,428 Closed
IC
237
Innealta Capital
Texas
– -$284K -6,296 Closed
MCWS
238
McKinley Carter Wealth Services
West Virginia
– -$277K -6,145 Closed
ACS
239
Archford Capital Strategies
Illinois
– -$265K -6,106 Closed
FCA
240
FLC Capital Advisors
California
– -$268K -5,932 Closed
Commonwealth Equity Services
241
Commonwealth Equity Services
Massachusetts
– -$249K -5,518 Closed
FSG
242
Financial Strategies Group
Michigan
– -$239K -5,294 Closed
QC
243
QCM Cayman
Texas
– -$226K -4,997 Closed
ASN
244
Advisory Services Network
Georgia
– -$120K -2,675 Closed
ICP
245
Interchange Capital Partners
Pennsylvania
– -$39K -868 Closed
PWM
246
Perigon Wealth Management
California
– -$38K -835 Closed
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
– -$30K -670 Closed
NC
248
NewSquare Capital
Pennsylvania
– -$28K -620 Closed
HI
249
Hudock Inc
Pennsylvania
– -$21K -479 Closed
CFGS
250
Concourse Financial Group Securities
Alabama
– -$19K -428 Closed
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