SPTL icon

SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

207 hedge funds and large institutions have $2.94B invested in SPDR Portfolio Long Term Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 79 reducing their positions, and 57 closing their positions.

Holders
207
Holders Change
-19
Holders Change %
-8.41%
% of All Funds
3.65%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.23%
New
41
Increased
63
Reduced
79
Closed
57
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$649M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$611M
3
Citadel Advisors
3
Citadel Advisors
Florida
$121M
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$136M
5
Bank of America
5
Bank of America
North Carolina
$47.7M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$27K
2
Charles Schwab
2
Charles Schwab
California
$0
3
State Street
3
State Street
Massachusetts
$512M
4
PFP
4
Pinnacle Financial Partners
Tennessee
$0
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
76
Model Capital Management
Massachusetts
$1.24M – – –
AI
77
Atria Investments
North Carolina
$1.08M +$1.08M +27,575 New
JCM
78
Jacobi Capital Management
Pennsylvania
$1.07M +$497K +12,759 +88%
NFP
79
Narus Financial Partners
Utah
$987K +$987K +25,331 New
GWM
80
Geneos Wealth Management
Colorado
$962K -$71.1K -1,787 -7%
RA
81
RFG Advisory
Alabama
$907K +$109K +2,786 +14%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$898K -$73.2K -1,876 -8%
CCFM
83
Clear Creek Financial Management
Washington
$865K -$2.34M -58,578 -73%
OAM
84
Optimal Asset Management
California
$852K -$3.35K -86 -0.4%
CSIA
85
Charles Schwab Investment Advisory
California
$842K +$842K +21,602 New
IF
86
Intrua Financial
Texas
$837K -$26.1K -657 -3%
PA
87
Paragon Advisors
Texas
$806K +$806K +20,671 New
MA
88
Mutual Advisors
Nebraska
$804K +$317K +8,143 +65%
C1AG
89
Client 1st Advisory Group
Florida
$776K -$249K -6,394 -24%
SFG
90
SageGuard Financial Group
Tennessee
$685K +$84.7K +2,153 +14%
IDA
91
Intelligence Driven Advisers
California
$663K +$62.8K +1,612 +10%
ATPW
92
Ashton Thomas Private Wealth
Arizona
$657K -$126K -3,232 -16%
LCP
93
Legacy Capital Partners
Wisconsin
$626K +$68.3K +1,753 +12%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$623K +$115K +2,964 +23%
UWM
95
USAdvisors Wealth Management
Minnesota
$606K +$285K +7,324 +89%
TC
96
Tatro Capital
Kentucky
$560K +$1.95K +50 +0.3%
KAS
97
Kestra Advisory Services
Texas
$544K +$246K +6,303 +82%
MSFS
98
Main Street Financial Solutions
Pennsylvania
$543K +$122K +3,126 +29%
Ameriprise
99
Ameriprise
Minnesota
$525K +$23.1K +592 +5%
PAG
100
Pinnacle Advisory Group
Maryland
$525K +$72.4K +1,859 +16%
2 3
4
5 6