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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

181 hedge funds and large institutions have $1.29B invested in SPDR Portfolio Long Term Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 29 closing their positions.

Holders
181
Holders Change
+25
Holders Change %
+16.03%
% of All Funds
3.57%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.38%
New
55
Increased
65
Reduced
51
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$66.1M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$49.7M
3
KP
3
Keel Point
Alabama
$15M
4
BlackRock
4
BlackRock
New York
$17M
5
LPL Financial
5
LPL Financial
California
$32.3M

Top Sellers

1
State Street
1
State Street
Massachusetts
$460M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$57.1M
3
Wells Fargo
3
Wells Fargo
California
$8.68M
4
NC
4
NewSquare Capital
Pennsylvania
$0
5
CWA
5
Clarus Wealth Advisors
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$7.65M 196,873 +98,408 +100%
FI
27
FormulaFolio Investments
Michigan
$7.22M 185,725 +31,541 +20%
SMM
28
Stadion Money Management
Georgia
$7.14M 183,713 +6,785 +4%
Bank of America
29
Bank of America
North Carolina
$6.89M 177,315 +61,143 +53%
SS
30
Simplicity Solutions
Minnesota
$6.62M 170,367 +4,902 +3%
WU
31
Wealthsimple US
New York
$5.96M 153,227 +153,227 New
ICM
32
Islay Capital Management
Texas
$5.9M 151,835 +151,835 New
AWM
33
AE Wealth Management
Kansas
$5.71M 147,015 +2,596 +2%
CIA
34
Compass Ion Advisors
Pennsylvania
$5.68M 146,113 +146,113 New
FAM
35
Formidable Asset Management
Ohio
$5.46M 140,311 -19,982 -12%
TWP
36
Tempus Wealth Planning
California
$5.4M 138,961 +138,961 New
AF
37
Advisornet Financial
Minnesota
$5.1M 131,124 +6,688 +5%
SWM
38
SeaCrest Wealth Management
New York
$5.05M 129,876 -1,605 -1%
ACM
39
AlphaStar Capital Management
North Carolina
$4.84M 124,487 +49,765 +67%
SRSA
40
S.R. Schill & Associates
Washington
$4.76M 122,536 -26,740 -18%
WCA
41
Westover Capital Advisors
Delaware
$4.53M 116,486 -304 -0.3%
IA
42
IFP Advisors
Florida
$4.37M 110,919 -39,818 -26%
NA
43
NewEdge Advisors
Louisiana
$4.2M 108,036 +108,036 New
RJFSA
44
Raymond James Financial Services Advisors
Florida
$4.03M 103,748 +21,908 +27%
BA
45
BCM Advisors
Louisiana
$3.82M 98,307 -26,981 -22%
SL
46
Savior LLC
Massachusetts
$3.68M 94,761 +94,761 New
CFG
47
Cooper Financial Group
California
$3.36M 86,382 +19,984 +30%
PWM
48
Paulson Wealth Management
Illinois
$3.27M 82,463 +3,842 +5%
PWS
49
Private Wealth Strategies
Ohio
$3.21M 82,547 +82,547 New
WCM
50
Wealthcare Capital Management
Virginia
$3.11M 80,076 -759 -0.9%
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