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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 %
APA
101
American Portfolios Advisors
New York
$592K 15,516 +14,599 +1,592%
GTAM
102
Global Trust Asset Management
Florida
$543K 14,230 +14,230 New
AFP
103
Ausdal Financial Partners
Iowa
$495K 13,053 +13,053 New
CFGS
104
Concourse Financial Group Securities
Alabama
$480K 12,568 -3,183 -20%
BFG
105
Beacon Financial Group
Texas
$460K 12,047 +12,047 New
B
106
Bellecapital
Switzerland
$434K 11,364 +11,364 New
AWM
107
Affinity Wealth Management
Delaware
$424K 11,114 -355 -3%
WS
108
Wedbush Securities
California
$422K 11,054 +211 +2%
NFP
109
Narus Financial Partners
Utah
$416K 10,909 +10,909 New
BHWM
110
Bay Harbor Wealth Management
Maryland
$405K 10,625 -539 -5%
AWS
111
AJ Wealth Strategies
New York
$396K 10,370 – –
TPA
112
Trivium Point Advisory
Connecticut
$384K 10,065 +3,112 +45%
RA
113
RFG Advisory
Alabama
$373K 10,213 +799 +8%
TSS
114
Two Sigma Securities
New York
$365K 9,563 +9,563 New
BAM
115
Belpointe Asset Management
Nevada
$360K 9,445 +9,445 New
LWS
116
Lucia Wealth Services
California
$333K 8,729 +8,729 New
US Bancorp
117
US Bancorp
Minnesota
$306K 8,018 +8,018 New
HB
118
Homrich & Berg
Georgia
$304K 7,955 +7,955 New
SF
119
Synovus Financial
Georgia
$287K 7,523 +247 +3%
CAM
120
Concorde Asset Management
Michigan
$282K 7,391 +7,391 New
LFG
121
LifePlan Financial Group
Ohio
$275K 7,207 +2,435 +51%
SB
122
Suntrust Banks
Georgia
$267K 7,714 +7,714 New
OAM
123
Occidental Asset Management
California
$264K 6,910 -11,121 -62%
SIA
124
Strategic Investment Advisors
Michigan
$257K 6,680 +6,680 New
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$251K 6,566 – –
3 4
5
6 7