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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

54 hedge funds and large institutions have $324M invested in SPDR Portfolio Long Term Treasury ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
8
Increased
18
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$230M
2
AssetMark Inc
2
AssetMark Inc
California
$10.1M
3
FIMG
3
Financial & Investment Management Group
Michigan
$3.83M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$6.84M
5
AA
5
Advisory Alpha
Michigan
$917K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.18M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$686K
3
KLC
3
Knowledge Leaders Capital
Colorado
$0
4
Bank of America
4
Bank of America
North Carolina
$1.3M
5
ACM
5
Avalon Capital Management
California
$415K
Name Market Value Shares Shares
Change 		Shares
Change %
AA
26
Advisory Alpha
Michigan
$917K 13,152 +13,152 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$908K 13,024 +5,960 +84%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$856K 12,282 +408 +3%
SBL
29
Sargent Bickham Lagudis
Colorado
$832K 11,923 +8,632 +262%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$686K 9,827 -65,194 -87%
WP
31
WealthSource Partners
California
$565K 8,102 +8,102 New
LPL Financial
32
LPL Financial
California
$454K 6,463 -339 -5%
ACM
33
Avalon Capital Management
California
$415K 5,954 -37,629 -86%
ICOA
34
Investment Centers of America
North Dakota
$266K 3,825 -464 -11%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$224K 3,209 +1,341 +72%
IA
36
IndexIQ Advisors
New York
$193K 2,767 -1,849 -40%
SF
37
Synovus Financial
Georgia
$193K 2,760 +2,760 New
PFBT
38
Parkside Financial Bank & Trust
Missouri
$166K 2,380 +1,067 +81%
CFD
39
Creative Financial Designs
Indiana
$63K 909 +6 +0.7%
TCM
40
Tradewinds Capital Management
Washington
$58K 834 +707 +557%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$46K 662 +355 +116%
WIM
42
Westside Investment Management
California
$45.6K 650 +650 New
SJIM
43
St. Johns Investment Management
Florida
$24K 350 – –
NC
44
NewSquare Capital
Pennsylvania
$22K 310 -250 -45%
AIM
45
Advantage Investment Management
Iowa
$20K 284 – –
WCM
46
Wealthcare Capital Management
Virginia
$16K 230 -521 -69%
DADC
47
D.A. Davidson & Co
Montana
$16K 235 – –
Creative Planning
48
Creative Planning
Kansas
$14K 201 +1 +0.5%
GWM
49
Geneos Wealth Management
Colorado
$13K 200 -32 -14%
TFA
50
Transamerica Financial Advisors
Florida
$12K 172 -47 -21%
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