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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

75 hedge funds and large institutions have $559M invested in SPDR Portfolio Long Term Treasury ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 15 closing their positions.

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
17
Increased
28
Reduced
20
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$410M
2
IA
2
IndexIQ Advisors
New York
$7.55M
3
PCM
3
Peak Capital Management
Colorado
$11.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.21M
5
DI
5
Diligent Investors
California
$3.27M

Top Sellers

1
HGWM
1
Harvest Group Wealth Management
Massachusetts
$0
2
WI
2
WBI Investments
New Jersey
$0
3
AssetMark Inc
3
AssetMark Inc
California
$4.53M
4
BCP
4
Blackhawk Capital Partners
Wisconsin
$22K
5
SBL
5
Sargent Bickham Lagudis
Colorado
$308K
Name Market Value Shares Shares
Change 		Shares
Change %
KWM
26
Kingsview Wealth Management
Oregon
$1.99M 56,770 -16,879 -23%
UBS Group
27
UBS Group
Switzerland
$1.93M 54,893 -67,503 -55%
LWS
28
Lucia Wealth Services
California
$1.81M 51,483 +51,483 New
WP
29
WealthSource Partners
California
$1.78M 50,679 +36,801 +265%
Bank of America
30
Bank of America
North Carolina
$1.65M 46,959 -20,626 -31%
B
31
Bailard
California
$1.65M 46,941 +11,265 +32%
ACM
32
AlphaStar Capital Management
North Carolina
$1.44M 41,017 +41,017 New
FI
33
FormulaFolio Investments
Michigan
$1.38M 39,288 +4,505 +13%
I2I
34
Insight 2811 Inc
Illinois
$1.34M 38,235 -115 -0.3%
AI
35
Atria Investments
North Carolina
$1.23M 35,070 -3,476 -9%
GC
36
Guggenheim Capital
Illinois
$1.16M 33,004 +33,004 New
LS
37
Lattice Strategies
Pennsylvania
$1.08M 30,670 +16,880 +122%
LFG
38
LifePlan Financial Group
Ohio
$1.07M 30,451 +30,451 New
PAG
39
Pinnacle Advisory Group
Maryland
$945K 26,914 -4,329 -14%
AII
40
AGF Investments Inc
Ontario, Canada
$643K 18,312 +8,398 +85%
AG
41
Advisor Group
Arizona
$510K 14,520 -5,736 -28%
GG
42
GenWealth Group
New Jersey
$404K 11,530 – –
CW
43
CreativeOne Wealth
Kansas
$369K 10,510 +10,510 New
SBL
44
Sargent Bickham Lagudis
Colorado
$308K 8,779 -143,434 -94%
AWS
45
AJ Wealth Strategies
New York
$299K 8,524 +8,524 New
RCA
46
Rowland Carmichael Advisors
Arizona
$289K 8,225 – –
RA
47
RFG Advisory
Alabama
$287K 8,190 +8,190 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$280K 7,984 -2,351 -23%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$274K 7,832 -6,384 -45%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$269K 7,658 – –
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