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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

202 hedge funds and large institutions have $2.22B invested in SPDR Portfolio Long Term Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 74 increasing their positions, 66 reducing their positions, and 38 closing their positions.

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
4.09%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.4%
New
43
Increased
74
Reduced
66
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$322M
2
State Street
2
State Street
Massachusetts
$524M
3
TI
3
Tidal Investments
Wisconsin
$67.2M
4
Stifel Financial
4
Stifel Financial
Missouri
$67.2M
5
WI
5
WBI Investments
New Jersey
$48.6M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$42K
2
Wells Fargo
2
Wells Fargo
California
$11M
3
AIM
3
Astor Investment Management
Illinois
$0
4
FI
4
FormulaFolio Investments
Michigan
$24.4M
5
AWM
5
AE Wealth Management
Kansas
$2.57M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
$2.57M 54,961 -164,477 -75%
CW
77
CreativeOne Wealth
Kansas
$2.56M 54,657 +16,027 +41%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$2.42M 51,770 +6,278 +14%
CFA
79
Carroll Financial Associates
North Carolina
$2.35M 50,266 +50,266 New
FHA
80
Flagship Harbor Advisors
Massachusetts
$2.16M 46,310 -46,550 -50%
CAN
81
Cetera Advisor Networks
California
$2.03M 43,510 +13,657 +46%
GWM
82
Geneos Wealth Management
Colorado
$1.75M 37,062 +18,226 +97%
CFG
83
Cooper Financial Group
California
$1.7M 36,333 +1,498 +4%
MCM
84
Model Capital Management
Massachusetts
$1.45M 31,793 +31,793 New
SMG
85
Smart Money Group
Texas
$1.41M 30,199 +407 +1%
RA
86
RFG Advisory
Alabama
$1.3M 27,722 -4,416 -14%
FF
87
Friedenthal Financial
New Jersey
$1.26M 21,240 -73,171 -78%
VWA
88
Visionary Wealth Advisors
Illinois
$1.23M 26,244 -2,953 -10%
AC
89
Alexandria Capital
Virginia
$1.14M 24,489 +12,420 +103%
C1AG
90
Client 1st Advisory Group
Florida
$1.11M 24,767 -6,713 -21%
CA
91
Cetera Advisors
Colorado
$1.03M 21,993 -4,974 -18%
VFM
92
Vivid Financial Management
California
$925K 19,797 +56 +0.3%
HGWM
93
Horst & Graben Wealth Management
Oregon
$848K 18,146 +3,723 +26%
FAAS
94
First Allied Advisory Services
California
$816K 17,452 +4,029 +30%
MML Investors Services
95
MML Investors Services
Massachusetts
$811K 17,342 -3,720 -18%
ATPW
96
Ashton Thomas Private Wealth
Arizona
$800K 17,107 +17,107 New
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$782K 16,595 +16,595 New
IF
98
Intrua Financial
Texas
$714K 15,773 +15,773 New
IDA
99
Intelligence Driven Advisers
California
$673K 14,399 +14,399 New
OAM
100
Optimal Asset Management
California
$670K 14,341 -6,783 -32%
2 3
4
5 6