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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SFM
126
Signet Financial Management
New Jersey
$247K -$18.1K -479 -7%
OMC
127
Old Mission Capital
Illinois
$237K +$237K +6,200 New
PTC
128
Private Trust Company
Ohio
$200K +$200K +5,247 New
FGAM
129
Financial Gravity Asset Management
Texas
$181K – – –
AIS
130
Accurate Investment Solutions
Pennsylvania
$181K +$5.35K +140 +3%
FHA
131
First Horizon Advisors
Tennessee
$151K +$151K +3,970 New
PCG
132
Private Capital Group
Connecticut
$116K +$62.5K +1,777 +117%
PFBT
133
Parkside Financial Bank & Trust
Missouri
$111K -$8.39K -219 -7%
RCAG
134
Rehmann Capital Advisory Group
Michigan
$105K +$105K +2,756 New
SWP
135
Strategic Wealth Partners
Ohio
$95K -$11.2K -296 -11%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$85K +$69.6K +1,815 +451%
PCM
137
Penserra Capital Management
California
$83K +$83K +2,192 New
TRCT
138
Tower Research Capital (TRC)
New York
$80K +$80K +2,106 New
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
$68K +$13.1K +342 +24%
LPWM
140
Lake Point Wealth Management
Texas
$41K – – –
SBL
141
Sargent Bickham Lagudis
Colorado
$38K -$1.02M -26,597 -96%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$38K – – –
JPLA
143
Joseph P. Lucia & Associates
New York
$34K -$1.18M -30,429 -97%
HI
144
Hudock Inc
Pennsylvania
$29K +$29K +766 New
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.4K +$24.4K +640 New
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$22K -$12.9K -340 -37%
ASN
147
Advisory Services Network
Georgia
$22K -$13.4K -337 -38%
GSWM
148
Golden State Wealth Management
California
$18K – – –
OIA
149
OneDigital Investment Advisors
Kansas
$17K -$83.9K -2,222 -83%
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$14K -$1.96K -51 -12%
4 5
6
7 8