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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

144 hedge funds and large institutions have $1.25B invested in SPDR Portfolio Long Term Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 19 closing their positions.

Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
3.12%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
32
Increased
65
Reduced
36
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$491M
2
PFG
2
Piershale Financial Group
Illinois
$22.3M
3
SCM
3
SCS Capital Management
Massachusetts
$49.3M
4
CWSR
4
Chessman Wealth Strategies RIA
Texas
$20.3M
5
TCM
5
Tradewinds Capital Management
Washington
$14.3M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$62M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$9.94M
4
LMIM
4
Lockheed Martin Investment Management
Maryland
$86.8M
5
SBL
5
Sargent Bickham Lagudis
Colorado
$1M
Name Market Value Shares Shares
Change 		Shares
Change %
I2I
76
Insight 2811 Inc
Illinois
$557K 15,299 -2,046 -12%
RF
77
RHS Financial
California
$554K 15,220 +8,574 +129%
BTS
78
BB&T Securities
Virginia
$493K 13,558 +6,961 +106%
KLC
79
Knowledge Leaders Capital
Colorado
$492K 13,522 +13,522 New
IA
80
IndexIQ Advisors
New York
$471K 12,936 -13,791 -52%
Millennium Management
81
Millennium Management
New York
$427K 11,726 +11,726 New
AWM
82
Affinity Wealth Management
Delaware
$417K 11,469 -1,650 -13%
VF
83
Virtu Financial
New York
$413K 11,341 +4,597 +68%
BHWM
84
Bay Harbor Wealth Management
Maryland
$406K 11,164 -12,523 -53%
BFG
85
Barber Financial Group
Kansas
$401K 11,007 +11,007 New
WS
86
Wedbush Securities
California
$395K 10,843 +10,843 New
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$385K 10,591 +10,591 New
AWS
88
AJ Wealth Strategies
New York
$377K 10,370 – –
UBS Group
89
UBS Group
Switzerland
$374K 10,290 -3,506 -25%
RA
90
Rational Advisors
New York
$355K 9,756 +9,756 New
GG
91
GenWealth Group
New Jersey
$329K 9,208 – –
RA
92
RFG Advisory
Alabama
$328K 9,414 +2,263 +32%
AAS
93
Annex Advisory Services
Wisconsin
$328K 9,000 +9,000 New
SS
94
Simplicity Solutions
Minnesota
$327K 8,982 -4,720 -34%
AWM
95
AE Wealth Management
Kansas
$318K 8,752 -4,949 -36%
WP
96
WealthSource Partners
California
$299K 8,223 -23,752 -74%
CBFP
97
Cedar Brook Financial Partners
Ohio
$291K 8,009 +8,009 New
FT
98
Fiduciary Trust
Massachusetts
$266K 7,306 +906 +14%
SF
99
Synovus Financial
Georgia
$265K 7,276 +2,090 +40%
TPA
100
Trivium Point Advisory
Connecticut
$253K 6,953 +6,953 New
2 3
4
5 6