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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

202 hedge funds and large institutions have $2.22B invested in SPDR Portfolio Long Term Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 74 increasing their positions, 66 reducing their positions, and 38 closing their positions.

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
4.09%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.4%
New
43
Increased
74
Reduced
66
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$322M
2
State Street
2
State Street
Massachusetts
$524M
3
TI
3
Tidal Investments
Wisconsin
$67.2M
4
Stifel Financial
4
Stifel Financial
Missouri
$67.2M
5
WI
5
WBI Investments
New Jersey
$48.6M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$42K
2
Wells Fargo
2
Wells Fargo
California
$11M
3
AIM
3
Astor Investment Management
Illinois
$0
4
FI
4
FormulaFolio Investments
Michigan
$24.4M
5
AWM
5
AE Wealth Management
Kansas
$2.57M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
26
Tradewinds Capital Management
Washington
$12.7M 270,933 -73,889 -21%
Citigroup
27
Citigroup
New York
$11.1M 237,769 -19,945 -8%
Wells Fargo
28
Wells Fargo
California
$11M 234,947 -657,356 -74%
ML
29
McAdam LLC
Pennsylvania
$10.1M 216,862 +17,389 +9%
ACM
30
AlphaStar Capital Management
North Carolina
$8.77M 190,521 +51,858 +37%
FC
31
Financial Consulate
Maryland
$8.76M 187,346 +11,315 +6%
Citadel Advisors
32
Citadel Advisors
Florida
$8.71M 186,364 +60,733 +48%
Ameriprise
33
Ameriprise
Minnesota
$8.5M 183,703 -15,333 -8%
KP
34
Keel Point
Alabama
$8.17M 174,750 -42,224 -19%
CBFP
35
Cedar Brook Financial Partners
Ohio
$7.84M 167,732 +71,738 +75%
PAG
36
Private Advisor Group
New Jersey
$7.7M 164,543 -43,695 -21%
Morgan Stanley
37
Morgan Stanley
New York
$7.63M 163,197 -113,499 -41%
SMM
38
Stadion Money Management
Georgia
$7.6M 162,524 +9,342 +6%
AWE
39
Avidian Wealth Enterprises
Texas
$6.82M 145,956 -47,673 -25%
LWS
40
Lucia Wealth Services
California
$6.8M 145,465 +9,976 +7%
LFAS
41
Level Four Advisory Services
Texas
$6.76M 144,706 +3,521 +2%
LWA
42
Lenox Wealth Advisors
New York
$6.59M 140,994 +140,994 New
GC
43
Guggenheim Capital
Illinois
$6.21M 132,795 -42,513 -24%
SRSA
44
S.R. Schill & Associates
Washington
$6.15M 131,568 -2,229 -2%
SWM
45
SeaCrest Wealth Management
New York
$5.88M 125,847 +12,323 +11%
5L
46
55I LLC
Massachusetts
$5.59M 119,545 +91,009 +319%
WCA
47
Westover Capital Advisors
Delaware
$5.56M 119,024 +1,521 +1%
WP
48
WealthSource Partners
California
$5.39M 115,286 +4,088 +4%
ICM
49
Islay Capital Management
Texas
$4.95M 105,973 +35,950 +51%
APA
50
American Portfolios Advisors
New York
$4.9M 104,743 +6,055 +6%
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