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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 %
MML Investors Services
101
MML Investors Services
Massachusetts
$656K 13,896 +6,235 +81%
IC
102
Innealta Capital
Texas
$637K 13,488 +13,488 New
VWA
103
Visionary Wealth Advisors
Illinois
$619K 13,112 +13,112 New
Fisher Asset Management
104
Fisher Asset Management
Washington
$607K 12,841 +12,841 New
RJFSA
105
Raymond James Financial Services Advisors
Florida
$600K 12,700 -91,048 -88%
WCFA
106
Walkner Condon Financial Advisors
Wisconsin
$598K 12,651 -3,397 -21%
LFAS
107
Level Four Advisory Services
Texas
$597K 12,638 +12,638 New
CIAS
108
Capital Investment Advisory Services
North Carolina
$590K 12,492 +10,856 +664%
BAM
109
Belpointe Asset Management
Nevada
$577K 12,211 +168 +1%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$548K 11,423 +11,423 New
5L
111
55I LLC
Massachusetts
$547K 11,558 +11,558 New
AWE
112
Avidian Wealth Enterprises
Texas
$525K 11,106 +11,106 New
ECM
113
ETrade Capital Management
Virginia
$520K 11,010 +11,010 New
WS
114
Wedbush Securities
California
$484K 10,244 -1,686 -14%
HR
115
Hayden Royal
North Carolina
$480K 10,169 +364 +4%
DI
116
Diligent Investors
California
$480K 10,167 +361 +4%
AWM
117
Affinity Wealth Management
Delaware
$458K 9,544 -1,867 -16%
FAAS
118
First Allied Advisory Services
California
$453K 9,581 -2,368 -20%
GRP
119
Global Retirement Partners
California
$438K 9,268 +8,381 +945%
MCIA
120
Mountain Capital Investment Advisors
Colorado
$433K 9,157 +9,157 New
TW
121
Transform Wealth
Colorado
$394K 8,338 +8,338 New
Renaissance Technologies
122
Renaissance Technologies
New York
$392K 8,300 +8,300 New
AIS
123
Accurate Investment Solutions
Pennsylvania
$373K 7,906 +2,247 +40%
JPMorgan Chase & Co
124
JPMorgan Chase & Co
New York
$367K 7,759 -20,026 -72%
CA
125
Calton & Associates
Florida
$367K 7,760 -552 -7%
3 4
5
6 7