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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

204 hedge funds and large institutions have $1.43B invested in SPDR Portfolio Long Term Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 56 increasing their positions, 74 reducing their positions, and 31 closing their positions.

Holders
204
Holders Change
+23
Holders Change %
+12.71%
% of All Funds
4.51%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
57
Increased
56
Reduced
74
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$54.9M
2
WI
2
WBI Investments
New Jersey
$51.9M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$104M
4
NC
4
NewSquare Capital
Pennsylvania
$23.7M
5
FI
5
FormulaFolio Investments
Michigan
$30.8M

Top Sellers

1
State Street
1
State Street
Massachusetts
$431M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$0
3
CSIA
3
Charles Schwab Investment Advisory
California
$0
4
LMIM
4
Lockheed Martin Investment Management
Maryland
$92.8M
5
TCM
5
Tradewinds Capital Management
Washington
$2.16M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
26
Guggenheim Capital
Illinois
$9.9M 209,515 -37,842 -15%
ML
27
McAdam LLC
Pennsylvania
$8.83M 186,907 -32,653 -15%
RJA
28
Raymond James & Associates
Florida
$7.2M 152,370 +119,835 +368%
MIAN
29
Mariner Independent Advisor Network
Kansas
$7.02M 147,876 -330,888 -69%
AF
30
Advisornet Financial
Minnesota
$6.79M 143,622 +12,498 +10%
SMM
31
Stadion Money Management
Georgia
$6.61M 140,009 -43,704 -24%
FAM
32
Formidable Asset Management
Ohio
$6.46M 136,701 -3,610 -3%
SRSA
33
S.R. Schill & Associates
Washington
$5.82M 123,103 +567 +0.5%
WCA
34
Westover Capital Advisors
Delaware
$5.52M 116,795 +309 +0.3%
AWA
35
Arete Wealth Advisors
Illinois
$5.1M 107,744 +57,360 +114%
FHC
36
First Heartland Consultants
Missouri
$4.71M 99,666 -123,188 -55%
UBS Group
37
UBS Group
Switzerland
$4.68M 99,070 -97,803 -50%
APA
38
American Portfolios Advisors
New York
$4.54M 96,192 +94,476 +5,506%
ACM
39
AlphaStar Capital Management
North Carolina
$4.5M 92,017 -32,470 -26%
SWM
40
SeaCrest Wealth Management
New York
$4.47M 94,673 -35,203 -27%
SS
41
Simplicity Solutions
Minnesota
$4.38M 92,776 -77,591 -46%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$4.13M 87,346 +17,815 +26%
CBFP
43
Cedar Brook Financial Partners
Ohio
$3.8M 80,358 +20,135 +33%
CFG
44
Cooper Financial Group
California
$3.78M 80,051 -6,331 -7%
GCA
45
Genesee Capital Advisors
New York
$3.68M 77,901 +14,914 +24%
WCM
46
Wealthcare Capital Management
Virginia
$3.61M 76,332 -3,744 -5%
AWM
47
AE Wealth Management
Kansas
$3.47M 73,513 -73,502 -50%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$3.46M 73,280 +18,832 +35%
PWM
49
Paulson Wealth Management
Illinois
$3.46M 71,931 -10,532 -13%
LWS
50
Lucia Wealth Services
California
$3.43M 72,637 +55,978 +336%
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