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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 %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$4.82M 103,132 +6,505 +7%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$4.78M 102,273 +1,141 +1%
IA
53
IFG Advisory
Georgia
$4.6M 98,385 +4,590 +5%
CF
54
Centaurus Financial
California
$4.5M 96,198 -30,204 -24%
SS
55
Simplicity Solutions
Minnesota
$4.26M 91,192 -163,679 -64%
VFA
56
Voya Financial Advisors
Connecticut
$4.15M 88,010 +1,509 +2%
AWA
57
Arete Wealth Advisors
Illinois
$4.07M 87,477 +6,389 +8%
GCA
58
Genesee Capital Advisors
New York
$3.84M 82,175 +5,398 +7%
SFS
59
Sowell Financial Services
Arkansas
$3.76M 80,351 -6,549 -8%
MD
60
Money Design
Japan
$3.73M 79,845 +28,880 +57%
AF
61
Advisornet Financial
Minnesota
$3.72M 79,592 -59,340 -43%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$3.68M 78,827 -22,789 -22%
KWM
63
Kingsview Wealth Management
Oregon
$3.68M 78,709 +9,256 +13%
BA
64
BCM Advisors
Louisiana
$3.65M 79,323 -7,610 -9%
OIA
65
OneDigital Investment Advisors
Kansas
$3.61M 77,145 -277 -0.4%
WCM
66
Wealthcare Capital Management
Virginia
$3.55M 76,047 -52 -0.1%
PWM
67
Paulson Wealth Management
Illinois
$3.51M 75,127 +1,948 +3%
GLA
68
Good Life Advisors
Pennsylvania
$3.42M 73,152 +9,073 +14%
SA
69
Strategic Advisors
New York
$3.38M 73,934 +73,934 New
IA
70
IFP Advisors
Florida
$3.31M 70,755 +31,872 +82%
TFA
71
Teamwork Financial Advisors
Texas
$3.09M 66,122 +6,001 +10%
ECM
72
ETrade Capital Management
Virginia
$2.84M 60,804 +26,320 +76%
PWS
73
Private Wealth Strategies
Ohio
$2.81M 60,360 +8,579 +17%
SHWM
74
Silicon Hills Wealth Management
Texas
$2.61M 55,930 -565 -1%
CWM
75
Centric Wealth Management
Illinois
$2.61M 63,366 -9,138 -13%
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