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 %
DIM
101
Delta Investment Management
California
$482K +$482K +12,359 New
FPWM
102
FSB Premier Wealth Management
Iowa
$469K -$109K -2,800 -19%
EIA
103
Eldridge Investment Advisors
New Hampshire
$468K +$234K +6,000 +100%
Koshinski Asset Management
104
Koshinski Asset Management
Illinois
$441K +$441K +11,314 New
WCFA
105
Walkner Condon Financial Advisors
Wisconsin
$414K -$109K -2,792 -21%
LA
106
Latitude Advisors
Florida
$412K +$412K +10,580 New
BCM
107
Boltwood Capital Management
California
$398K +$398K +10,200 New
RF
108
RHS Financial
California
$395K -$27.2K -696 -6%
PA
109
PFG Advisors
Arizona
$381K +$381K +9,766 New
MOS
110
MGO One Seven
Ohio
$360K +$143K +3,677 +66%
IFG
111
Investors Financial Group
Minnesota
$355K -$381K -9,759 -52%
LNC
112
Lincoln National Corp
Pennsylvania
$353K +$112K +2,883 +47%
CA
113
Calton & Associates
Florida
$350K +$62K +1,591 +22%
CIAS
114
Capital Investment Advisory Services
North Carolina
$333K +$23K +589 +7%
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$330K -$314K -8,042 -49%
SFM
116
Signet Financial Management
New Jersey
$327K -$121K -3,099 -27%
FFN
117
Focus Financial Network
Minnesota
$291K +$291K +7,457 New
AWE
118
Avidian Wealth Enterprises
Texas
$270K -$7.17M -183,877 -96%
VHAM
119
Van Hulzen Asset Management
California
$265K +$265K +6,800 New
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$260K -$278K -7,129 -52%
DI
121
Diligent Investors
California
$250K -$24.7K -633 -9%
NFG
122
Next Financial Group
Texas
$245K +$199K +5,109 +431%
BAM
123
Belpointe Asset Management
Nevada
$244K -$183K -4,676 -43%
MML Investors Services
124
MML Investors Services
Massachusetts
$242K -$574K -14,751 -70%
HAS
125
HBW Advisory Services
California
$235K -$161K -4,127 -41%
3 4
5
6 7