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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 %
UAS
51
United Asset Strategies
New York
$256K 7,297 -37 -0.5%
Wolverine Trading
52
Wolverine Trading
Illinois
$248K 7,053 +7,053 New
SFM
53
Signet Financial Management
New Jersey
$228K 6,500 +6,500 New
FAAS
54
First Allied Advisory Services
California
$222K 6,302 +1,074 +21%
SF
55
Synovus Financial
Georgia
$194K 5,520 – –
PCG
56
Private Capital Group
Connecticut
$116K 3,299 +2,413 +272%
PFBT
57
Parkside Financial Bank & Trust
Missouri
$112K 3,193 +39 +1%
AF
58
Advisornet Financial
Minnesota
$111K 3,166 +3,166 New
CFD
59
Creative Financial Designs
Indiana
$65K 1,864 +8 +0.4%
TCM
60
Tradewinds Capital Management
Washington
$33K 934 -187 -17%
IA
61
IFP Advisors
Florida
$31K 846 – –
BCP
62
Blackhawk Capital Partners
Wisconsin
$22K 637 -164,458 -100%
AIS
63
Accurate Investment Solutions
Pennsylvania
$18K 503 +503 New
WCM
64
Wealthcare Capital Management
Virginia
$16K 460 – –
Citigroup
65
Citigroup
New York
$13K 363 +117 +48%
TFA
66
Transamerica Financial Advisors
Florida
$8K 209 -49 -19%
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$5K 150 – –
NC
68
NewSquare Capital
Pennsylvania
$5K 140 – –
SWP
69
Stratos Wealth Partners
Ohio
$5K 143 +143 New
OIA
70
OneDigital Investment Advisors
Kansas
$5K 150 +150 New
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$4K 120 – –
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$1K 70 +42 +150%
APA
73
American Portfolios Advisors
New York
$105 3 +3 New
HGWM
74
Harvest Group Wealth Management
Massachusetts
– – -566,658 Closed
WI
75
WBI Investments
New Jersey
– – -384,225 Closed
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