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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

100 hedge funds and large institutions have $745M invested in SPDR Portfolio Long Term Treasury ETF in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
100
Holders Change
+25
Holders Change %
+33.33%
% of All Funds
2.29%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
32
Increased
36
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$47.6M
2
IA
2
IndexIQ Advisors
New York
$39.1M
3
LMIM
3
Lockheed Martin Investment Management
Maryland
$22.3M
4
PI
4
PFS Investments
Georgia
$15.4M
5
UBS Group
5
UBS Group
Switzerland
$15.5M

Top Sellers

1
FWM
1
Frontier Wealth Management
Missouri
$2.07M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$359K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.04M
4
LWS
4
Lucia Wealth Services
California
$254K
5
Wells Fargo
5
Wells Fargo
California
$1.72M
Name Market Value Shares Shares
Change 		Shares
Change %
JIC
51
Johnson Investment Counsel
Ohio
$753K 21,510 +21,510 New
PAG
52
Pinnacle Advisory Group
Maryland
$680K 19,402 -7,512 -28%
CA
53
Cetera Advisors
Colorado
$535K 15,363 +15,363 New
VF
54
Virtu Financial
New York
$491K 14,004 +14,004 New
RA
55
RFG Advisory
Alabama
$407K 11,626 +3,436 +42%
BAM
56
Belpointe Asset Management
Nevada
$391K 11,176 +11,176 New
AWS
57
AJ Wealth Strategies
New York
$363K 10,370 +1,846 +22%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$359K 10,251 -55,725 -84%
TCM
59
Tuttle Capital Management
Connecticut
$343K 9,795 +9,795 New
WS
60
Wedbush Securities
California
$334K 9,544 +9,544 New
GG
61
GenWealth Group
New Jersey
$323K 9,208 -2,322 -20%
CW
62
CreativeOne Wealth
Kansas
$311K 8,885 -1,625 -15%
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$274K 7,832 – –
LWS
64
Lucia Wealth Services
California
$254K 7,258 -44,225 -86%
Wolverine Trading
65
Wolverine Trading
Illinois
$248K 7,053 – –
BCMIO
66
Beacon Capital Management Inc (Ohio)
Ohio
$247K 7,061 +7,061 New
AWM
67
AE Wealth Management
Kansas
$237K 6,761 +6,761 New
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$226K 6,458 +6,458 New
MGIA
69
Moneta Group Investment Advisors
Missouri
$216K 6,176 +6,176 New
SMG
70
Spectrum Management Group
Indiana
$216K 6,180 +6,180 New
OAM
71
Occidental Asset Management
California
$213K 6,081 +6,081 New
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$206K 5,885 -1,773 -23%
JWS
73
Juncture Wealth Strategies
Arizona
$202K 5,779 +5,779 New
SF
74
Synovus Financial
Georgia
$186K 5,320 -200 -4%
SFM
75
Signet Financial Management
New Jersey
$171K 4,881 -1,619 -25%
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