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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 %
AIS
76
Accurate Investment Solutions
Pennsylvania
$127K 3,612 +3,109 +618%
AF
77
Advisornet Financial
Minnesota
$121K 3,443 +277 +9%
PCG
78
Private Capital Group
Connecticut
$115K 3,299 – –
PFBT
79
Parkside Financial Bank & Trust
Missouri
$112K 3,193 – –
AA
80
Apriem Advisors
California
$86K 2,442 +2,442 New
IA
81
IFP Advisors
Florida
$75K 2,128 +1,282 +152%
CFD
82
Creative Financial Designs
Indiana
$66K 1,876 +12 +0.6%
PGA
83
Premia Global Advisors
Florida
$60K 738 +738 New
TAIM
84
TD Ameritrade Investment Management
Nebraska
$32K 924 +924 New
BCP
85
Blackhawk Capital Partners
Wisconsin
$22K 637 – –
Citigroup
86
Citigroup
New York
$13K 363 – –
OIA
87
OneDigital Investment Advisors
Kansas
$10K 291 +141 +94%
TFA
88
Transamerica Financial Advisors
Florida
$8K 210 +1 +0.5%
SEI Investments
89
SEI Investments
Pennsylvania
$6K 161 +161 New
ASN
90
Advisory Services Network
Georgia
$6K 182 +182 New
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$5K 150 – –
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$4K 120 – –
CF
93
Centaurus Financial
California
$4K 112 +112 New
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$3K 82 +82 New
AIM
95
Advantage Investment Management
Iowa
$1K 18 +18 New
APA
96
American Portfolios Advisors
New York
$140 4 +1 +33%
RCA
97
Rowland Carmichael Advisors
Arizona
– – -8,225 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
– – -7,984 Closed
UAS
99
United Asset Strategies
New York
– – -7,297 Closed
TCM
100
Tradewinds Capital Management
Washington
– – -934 Closed
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4
5