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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

207 hedge funds and large institutions have $2.94B invested in SPDR Portfolio Long Term Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 79 reducing their positions, and 57 closing their positions.

Holders
207
Holders Change
-19
Holders Change %
-8.41%
% of All Funds
3.65%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.23%
New
41
Increased
63
Reduced
79
Closed
57
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$649M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$611M
3
Citadel Advisors
3
Citadel Advisors
Florida
$121M
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$136M
5
Bank of America
5
Bank of America
North Carolina
$47.7M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$27K
2
Charles Schwab
2
Charles Schwab
California
$0
3
State Street
3
State Street
Massachusetts
$512M
4
PFP
4
Pinnacle Financial Partners
Tennessee
$0
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
51
BCM Advisors
Louisiana
$3.63M +$297K +7,388 +9%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$3.54M -$809K -20,745 -19%
AC
53
Alexandria Capital
Virginia
$3.25M +$266K +6,830 +9%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$3.21M -$7.91K -203 -0.2%
VWA
55
V Wealth Advisors
Kansas
$3.15M +$1.33M +34,025 +73%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$3.05M +$590K +15,128 +24%
GC
57
Guggenheim Capital
Illinois
$3.04M -$451K -11,577 -13%
OBWP
58
O'Brien Wealth Partners
Massachusetts
$2.91M +$2.91M +73,462 New
WCM
59
Wealthcare Capital Management
Virginia
$2.88M -$47.9K -1,230 -2%
ICM
60
Islay Capital Management
Texas
$2.52M -$1.45M -37,242 -37%
SFS
61
Sowell Financial Services
Arkansas
$2.5M -$306K -7,621 -11%
CAN
62
Cetera Advisor Networks
California
$2.17M +$220K +5,635 +11%
FI
63
FormulaFolio Investments
Michigan
$2.08M -$6.28M -159,420 -75%
CW
64
CreativeOne Wealth
Kansas
$2.02M +$288K +7,396 +17%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$2M -$3.26M -83,647 -62%
FF
66
Friedenthal Financial
New Jersey
$1.88M -$247K -3,362 -12%
SS
67
Simplicity Solutions
Minnesota
$1.78M -$2.36M -60,623 -57%
TFA
68
Teamwork Financial Advisors
Texas
$1.59M -$1.01M -25,956 -39%
WP
69
WealthSource Partners
California
$1.51M -$1.99M -51,098 -57%
LFAS
70
Level Four Advisory Services
Texas
$1.5M -$4.49M -115,217 -75%
ICMP
71
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.42M +$1.42M +36,497 New
SHWM
72
Silicon Hills Wealth Management
Texas
$1.4M -$704K -18,050 -33%
GLA
73
Good Life Advisors
Pennsylvania
$1.39M +$1.09M +27,855 +363%
IWM
74
IHT Wealth Management
Illinois
$1.33M +$1.33M +34,133 New
PAG
75
Private Advisor Group
New Jersey
$1.31M -$182K -4,678 -12%
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