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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

168 hedge funds and large institutions have $1.76B invested in SPDR Portfolio Long Term Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 75 increasing their positions, 34 reducing their positions, and 18 closing their positions.

Holders
168
Holders Change
+24
Holders Change %
+16.67%
% of All Funds
3.65%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
47
Increased
75
Reduced
34
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$261M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$98.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$128M
4
AG
4
Advisor Group
Arizona
$43.1M
5
VFA
5
Voya Financial Advisors
Connecticut
$17.3M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$17.5M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
CWSR
3
Chessman Wealth Strategies RIA
Texas
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$613K
5
FI
5
FormulaFolio Investments
Michigan
$2.59M
Name Market Value Shares Shares
Change 		Shares
Change %
PRS
76
Pinkerton Retirement Specialists
Idaho
$1.37M 36,006 -104,061 -74%
IA
77
IndexIQ Advisors
New York
$1.34M 35,008 +22,072 +171%
DI
78
Diligent Investors
California
$1.28M 33,601 -59,881 -64%
RJA
79
Raymond James & Associates
Florida
$1.26M 33,026 -489 -1%
W
80
WealthOne
New York
$1.24M 32,397 +9,714 +43%
CBFP
81
Cedar Brook Financial Partners
Ohio
$1.11M 29,175 +21,166 +264%
BCMIO
82
Beacon Capital Management Inc (Ohio)
Ohio
$1.04M 27,347 +7,718 +39%
BRWA
83
B. Riley Wealth Advisors
Florida
$998K 26,133 +26,133 New
PAS
84
Park Avenue Securities
New York
$964K 25,256 +25,256 New
WP
85
WealthSource Partners
California
$961K 25,191 +16,968 +206%
PAG
86
Pinnacle Advisory Group
Maryland
$892K 23,365 +406 +2%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$867K 22,715 +22,715 New
GG
88
GenWealth Group
New Jersey
$863K 22,531 +13,323 +145%
SMG
89
Spectrum Management Group
Indiana
$836K 21,895 +20,320 +1,290%
CAN
90
Cetera Advisor Networks
California
$834K 21,805 +4,856 +29%
Millennium Management
91
Millennium Management
New York
$799K 20,950 +9,224 +79%
GWM
92
Geneos Wealth Management
Colorado
$796K 20,865 +5,264 +34%
KLC
93
Knowledge Leaders Capital
Colorado
$712K 18,668 +5,146 +38%
CW
94
CreativeOne Wealth
Kansas
$667K 17,466 +2,030 +13%
MD
95
Money Design
Japan
$643K 16,856 -88,232 -84%
BFG
96
Barber Financial Group
Kansas
$641K 16,790 +5,783 +53%
I2I
97
Insight 2811 Inc
Illinois
$638K 16,550 +1,251 +8%
CP
98
Covenant Partners
Tennessee
$627K 16,442 +16,442 New
Citadel Advisors
99
Citadel Advisors
Florida
$613K 16,069 -243,112 -94%
RF
100
RHS Financial
California
$594K 15,555 +335 +2%
2 3
4
5 6