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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FF
126
Friedenthal Financial
New Jersey
$345K -$60.4K -1,364 -15%
IWC
127
Integrated Wealth Concepts
Massachusetts
$344K +$344K +7,283 New
AI
128
Atria Investments
North Carolina
$342K -$550K -11,655 -62%
LFG
129
LifePlan Financial Group
Ohio
$333K +$20.2K +428 +6%
Baird Financial Group
130
Baird Financial Group
Wisconsin
$323K -$105K -2,224 -25%
APW
131
Austin Private Wealth
Texas
$314K +$32.4K +684 +11%
BA
132
Ballast Advisors
Minnesota
$310K -$10.3K -219 -3%
MFG
133
Magnus Financial Group
New York
$296K +$42.1K +891 +17%
Stifel Financial
134
Stifel Financial
Missouri
$284K -$1.4M -29,549 -83%
FSG
135
Financial Strategies Group
Michigan
$261K -$9.11K -193 -3%
SF
136
Synovus Financial
Georgia
$257K -$117K -2,460 -31%
WSTAM
137
Wilbanks Smith & Thomas Asset Management
Virginia
$252K +$252K +5,343 New
Creative Planning
138
Creative Planning
Kansas
$250K +$250K +5,302 New
VFA
139
Voya Financial Advisors
Connecticut
$240K +$240K +5,060 New
SFM
140
Signet Financial Management
New Jersey
$237K +$237K +5,044 New
I2I
141
Insight 2811 Inc
Illinois
$220K -$477K -10,094 -68%
CST
142
Charles Schwab Trust
Nevada
$209K +$209K +4,426 New
NFG
143
Next Financial Group
Texas
$191K -$275K -5,853 -59%
VCP
144
Verus Capital Partners
Arizona
$160K +$1.46K +31 +0.9%
PCG
145
Private Capital Group
Connecticut
$150K -$7.97K -169 -5%
SL
146
Savior LLC
Massachusetts
$142K -$4.34M -91,758 -97%
IUHSA
147
Itau Unibanco Holding S.A.
Brazil
$131K +$131K +2,775 New
CAAS
148
Capital Asset Advisory Services
Michigan
$122K +$113K +2,386 +1,326%
PFBT
149
Parkside Financial Bank & Trust
Missouri
$107K -$31.2K -661 -23%
BCMIO
150
Beacon Capital Management Inc (Ohio)
Ohio
$101K +$101K +2,144 New
4 5
6
7 8