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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

133 hedge funds and large institutions have $1.13B invested in SPDR Portfolio Long Term Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+33
Holders Change %
+33%
% of All Funds
2.97%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
53
Increased
32
Reduced
38
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$134M
2
AssetMark Inc
2
AssetMark Inc
California
$125M
3
SCM
3
SCS Capital Management
Massachusetts
$26.4M
4
LPL Financial
4
LPL Financial
California
$18.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$16.6M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
State Street
2
State Street
Massachusetts
$437M
3
PI
3
PFS Investments
Georgia
$0
4
Jane Street
4
Jane Street
New York
$431K
5
UBS Group
5
UBS Group
Switzerland
$483K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +53 New
ASN
127
Advisory Services Network
Georgia
$2K +$2K +66 New
CIAS
128
Capital Investment Advisory Services
North Carolina
$1K +$1K +26 New
ACM
129
Aviance Capital Management
Florida
$1K +$1K +30 New
BWM
130
Baystate Wealth Management
Massachusetts
$1K +$1K +37 New
CF
131
Centaurus Financial
California
$81 +$81 +2,839 New
HI
132
Horizon Investments
North Carolina
– -$49.8M -1,473,860 Closed
PI
133
PFS Investments
Georgia
– -$20.4M -604,691 Closed
PA
134
Parallel Advisors
California
– -$2.44M -72,284 Closed
FFS
135
Founders Financial Securities
Maryland
– -$2.32M -68,710 Closed
VAM
136
Visionary Asset Management
Texas
– -$911K -26,960 Closed
SCA
137
Sage Capital Advisors
South Dakota
– -$880K -26,031 Closed
AA
138
Advisory Alpha
Michigan
– -$652K -19,719 Closed
Citadel Advisors
139
Citadel Advisors
Florida
– -$556K -16,459 Closed
CCM
140
Canal Capital Management
Virginia
– -$506K -14,981 Closed
JIC
141
Johnson Investment Counsel
Ohio
– -$202K -5,980 Closed
Toronto Dominion Bank
142
Toronto Dominion Bank
Ontario, Canada
– -$179K -5,290 Closed
SFM
143
Signet Financial Management
New Jersey
– -$133K -3,940 Closed
CFD
144
Creative Financial Designs
Indiana
– -$64K -1,890 Closed
PWAG
145
Polaris Wealth Advisory Group
California
– -$19K -576 Closed
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
– -$17K -501 Closed
ADL
147
Asset Dedication LLC
California
– -$14K -418 Closed
CAG
148
Csenge Advisory Group
Florida
– -$4K -126 Closed
APA
149
American Portfolios Advisors
New York
– -$135 -4 Closed
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