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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

55 hedge funds and large institutions have $252M invested in SPDR Portfolio Long Term Treasury ETF in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 12 closing their positions.

Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
1.47%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
15
Increased
14
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$18.7M
2
BJ
2
Brouwer & Janachowski
California
$39.1M
3
ACM
3
Avalon Capital Management
California
$2.86M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.63M
5
AA
5
Apriem Advisors
California
$13.2M

Top Sellers

1
State Street
1
State Street
Massachusetts
$102M
2
NC
2
NewSquare Capital
Pennsylvania
$139K
3
PFS
3
Prospera Financial Services
Texas
$253K
4
TFA
4
Transamerica Financial Advisors
Florida
$14K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$960K 12,020 -61,995 -84%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$796K 9,966 -7,030 -41%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$665K 8,334 -710 -8%
VFS
29
VSR Financial Services
Kansas
$632K 7,922 -8,486 -52%
ACM
30
Aviance Capital Management
Florida
$618K 7,745 +7,745 New
PAG
31
Pinnacle Advisory Group
Maryland
$532K 6,671 +6,671 New
FI
32
FormulaFolio Investments
Michigan
$525K 6,576 +240 +4%
BTS
33
BB&T Securities
Virginia
$510K 6,400 -450 -7%
ICOA
34
Investment Centers of America
North Dakota
$405K 5,063 -104 -2%
CWM
35
Concert Wealth Management
California
$305K 3,839 -12,067 -76%
RJA
36
Raymond James & Associates
Florida
$280K 3,509 -28,142 -89%
PFS
37
Prospera Financial Services
Texas
$253K 3,170 -278,339 -99%
AWMG
38
Alliance Wealth Management Group
New Jersey
$234K 2,953 +2,953 New
TCM
39
Tuttle Capital Management
Connecticut
$162K 1,981 -925 -32%
AIS
40
Accurate Investment Solutions
Pennsylvania
$144K 1,807 +1,807 New
NC
41
NewSquare Capital
Pennsylvania
$139K 1,740 -421,315 -100%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$138K 1,749 -7,219 -80%
MFS
43
MSI Financial Services
Massachusetts
$131K 1,637 -554 -25%
ACM
44
Argentus Capital Management
Texas
$126K 1,583 +1,533 +3,066%
PFBT
45
Parkside Financial Bank & Trust
Missouri
$73K 918 +5 +0.5%
WCM
46
Wealthcare Capital Management
Virginia
$57K 714 – –
IA
47
IFP Advisors
Florida
$17K 207 -1,265 -86%
TFA
48
Transamerica Financial Advisors
Florida
$14K 166 -258,490 -100%
GWM
49
Geneos Wealth Management
Colorado
$14K 179 +179 New
DADC
50
D.A. Davidson & Co
Montana
$11K 139 +139 New
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