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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

156 hedge funds and large institutions have $1.31B invested in SPDR Portfolio Long Term Treasury ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 58 reducing their positions, and 38 closing their positions.

Holders
156
Holders Change
-12
Holders Change %
-7.14%
% of All Funds
3.43%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.33%
New
27
Increased
63
Reduced
58
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$566M
2
FAG
2
Financial Advisory Group
Texas
$13.2M
3
NC
3
NewSquare Capital
Pennsylvania
$9.78M
4
Citigroup
4
Citigroup
New York
$9.52M
5
KLC
5
Knowledge Leaders Capital
Colorado
$8.92M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$95K
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$75.2M
4
FA
4
FDx Advisors
Illinois
$0
5
CSIA
5
Charles Schwab Investment Advisory
California
$60.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SS
26
Simplicity Solutions
Minnesota
$6.79M 165,465 +7,931 +5%
FAM
27
Formidable Asset Management
Ohio
$6.58M 160,293 +160,293 New
FI
28
FormulaFolio Investments
Michigan
$6.33M 154,184 +86,337 +127%
IA
29
IFP Advisors
Florida
$6.18M 150,737 +150,737 New
SRSA
30
S.R. Schill & Associates
Washington
$6.13M 149,276 -7,068 -5%
AWM
31
AE Wealth Management
Kansas
$5.93M 144,419 -71,509 -33%
Jane Street
32
Jane Street
New York
$5.59M 136,257 -247,114 -64%
SWM
33
SeaCrest Wealth Management
New York
$5.4M 131,481 +23,902 +22%
BA
34
BCM Advisors
Louisiana
$5.14M 125,288 +1,879 +2%
AF
35
Advisornet Financial
Minnesota
$5.11M 124,436 +2,829 +2%
WCA
36
Westover Capital Advisors
Delaware
$4.79M 116,790 +1,416 +1%
Bank of America
37
Bank of America
North Carolina
$4.77M 116,172 +39,682 +52%
WP
38
WealthSource Partners
California
$4.42M 107,794 +82,603 +328%
ACP
39
Aveo Capital Partners
Colorado
$4.37M 109,620 +2,120 +2%
UBS Group
40
UBS Group
Switzerland
$4.04M 98,465 +10,556 +12%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$3.91M 95,331 +49,786 +109%
CA
42
Cetera Advisors
Colorado
$3.77M 91,775 +53,970 +143%
AI
43
Atria Investments
North Carolina
$3.76M 91,671 +14,321 +19%
CCM
44
Canal Capital Management
Virginia
$3.68M 89,613 +24,770 +38%
SCM
45
SCS Capital Management
Massachusetts
$3.63M 88,430 -371,100 -81%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$3.36M 81,840 +81,840 New
CF
47
Centaurus Financial
California
$3.33M 81,220 +1,946 +2%
WCM
48
Wealthcare Capital Management
Virginia
$3.32M 80,835 -1,607 -2%
PWM
49
Paulson Wealth Management
Illinois
$3.23M 78,621 +1,376 +2%
EWM
50
Executive Wealth Management
Michigan
$3.1M 75,637 -18,845 -20%
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