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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

204 hedge funds and large institutions have $1.43B invested in SPDR Portfolio Long Term Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 56 increasing their positions, 74 reducing their positions, and 31 closing their positions.

Holders
204
Holders Change
+23
Holders Change %
+12.71%
% of All Funds
4.51%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
57
Increased
56
Reduced
74
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$54.9M
2
WI
2
WBI Investments
New Jersey
$51.9M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$104M
4
NC
4
NewSquare Capital
Pennsylvania
$23.7M
5
FI
5
FormulaFolio Investments
Michigan
$30.8M

Top Sellers

1
State Street
1
State Street
Massachusetts
$431M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$0
3
CSIA
3
Charles Schwab Investment Advisory
California
$0
4
LMIM
4
Lockheed Martin Investment Management
Maryland
$92.8M
5
TCM
5
Tradewinds Capital Management
Washington
$2.16M
Name Market Value Shares Shares
Change 		Shares
Change %
LFPWM
76
Leicht Financial Planning & Wealth Management
New Jersey
$1.68M 35,581 +27,824 +359%
First Trust Advisors
77
First Trust Advisors
Illinois
$1.6M 33,957 +33,957 New
SMG
78
Smart Money Group
Texas
$1.43M 30,230 +1,539 +5%
CW
79
CreativeOne Wealth
Kansas
$1.42M 29,983 +1,214 +4%
OMC
80
Old Mission Capital
Illinois
$1.36M 28,867 +28,867 New
RA
81
RFG Advisory
Alabama
$1.32M 27,956 +10,276 +58%
HGWM
82
Horst & Graben Wealth Management
Oregon
$1.21M 25,683 +25,683 New
GVAG
83
Great Valley Advisor Group
Delaware
$1.1M 23,244 +23,244 New
CA
84
Cetera Advisors
Colorado
$1.09M 23,157 -12,464 -35%
CF
85
Centaurus Financial
California
$1.05M 22,245 +22,245 New
RCA
86
Rowland Carmichael Advisors
Arizona
$976K 20,657 -5,063 -20%
IA
87
IndexIQ Advisors
New York
$920K 19,465 -16,778 -46%
MD
88
Money Design
Japan
$900K 19,053 +8,447 +80%
MA
89
Mutual Advisors
Nebraska
$881K 18,646 -2,506 -12%
VFM
90
Vivid Financial Management
California
$871K 18,432 +192 +1%
HF
91
HRT Financial
New York
$864K 18,300 +18,300 New
GWM
92
Geneos Wealth Management
Colorado
$797K 16,645 -3,224 -16%
PG
93
Prostatis Group
Maryland
$767K 16,244 +8,630 +113%
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$750K 15,882 +8,328 +110%
RF
95
RHS Financial
California
$727K 15,382 -2,201 -13%
SW
96
SkyOak Wealth
Michigan
$726K 15,359 +15,359 New
GIA
97
Gladstone Institutional Advisory
Florida
$716K 15,165 +15,165 New
PAG
98
Pinnacle Advisory Group
Maryland
$713K 15,097 -6,563 -30%
EH
99
Equitable Holdings
New York
$709K 15,007 +15,007 New
AFP
100
Ausdal Financial Partners
Iowa
$666K 13,790 -800 -5%
2 3
4
5 6