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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

200 hedge funds and large institutions have $1.9B invested in SPDR Portfolio Long Term Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 42 closing their positions.

Holders
200
Holders Change
-4
Holders Change %
-1.96%
% of All Funds
4.11%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.37%
New
41
Increased
86
Reduced
55
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$117M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$214M
3
UBS Group
3
UBS Group
Switzerland
$88.4M
4
State Street
4
State Street
Massachusetts
$457M
5
LPL Financial
5
LPL Financial
California
$69.1M

Top Sellers

1
WI
1
WBI Investments
New Jersey
$0
2
NC
2
NewSquare Capital
Pennsylvania
$122K
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Charles Schwab
4
Charles Schwab
California
$40.3M
5
BlackRock
5
BlackRock
New York
$25.4M
Name Market Value Shares Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$4.63M 98,688 +2,496 +3%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$4.53M 96,627 +9,281 +11%
CBFP
53
Cedar Brook Financial Partners
Ohio
$4.5M 95,994 +15,636 +19%
IA
54
IFG Advisory
Georgia
$4.4M 93,795 +93,795 New
FHA
55
Flagship Harbor Advisors
Massachusetts
$4.36M 92,860 +29,030 +45%
BIP
56
Blueprint Investment Partners
North Carolina
$4.2M 89,561 +89,561 New
VFA
57
Voya Financial Advisors
Connecticut
$4.08M 86,501 +81,441 +1,610%
BA
58
BCM Advisors
Louisiana
$4.08M 86,933 +14,967 +21%
SFS
59
Sowell Financial Services
Arkansas
$4.08M 86,900 +24,404 +39%
AWA
60
Arete Wealth Advisors
Illinois
$3.8M 81,088 -26,656 -25%
OIA
61
OneDigital Investment Advisors
Kansas
$3.63M 77,422 +11,811 +18%
GCA
62
Genesee Capital Advisors
New York
$3.6M 76,777 -1,124 -1%
WCM
63
Wealthcare Capital Management
Virginia
$3.57M 76,099 -233 -0.3%
PWM
64
Paulson Wealth Management
Illinois
$3.43M 73,179 +1,248 +2%
CWM
65
Centric Wealth Management
Illinois
$3.4M 72,504 +9,138 +14%
ICM
66
Islay Capital Management
Texas
$3.29M 70,023 +32,765 +88%
KWM
67
Kingsview Wealth Management
Oregon
$3.26M 69,453 +12,259 +21%
GM
68
GeoWealth Management
Illinois
$3.21M 68,323 +68,323 New
BAM
69
BTS Asset Management
Massachusetts
$3.07M 65,592 +65,592 New
GLA
70
Good Life Advisors
Pennsylvania
$3.01M 64,079 -1,600 -2%
TFA
71
Teamwork Financial Advisors
Texas
$2.82M 60,121 +19,971 +50%
SHWM
72
Silicon Hills Wealth Management
Texas
$2.65M 56,495 +2,673 +5%
PWS
73
Private Wealth Strategies
Ohio
$2.43M 51,781 -12,230 -19%
MD
74
Money Design
Japan
$2.39M 50,965 +31,912 +167%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$2.13M 45,492 -27,788 -38%
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