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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

226 hedge funds and large institutions have $2.42B invested in SPDR Portfolio Long Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 93 increasing their positions, 52 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+24
Holders Change %
+11.88%
% of All Funds
4.01%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.28%
New
61
Increased
93
Reduced
52
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$628M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$412M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$94M
4
AssetMark Inc
4
AssetMark Inc
California
$57.6M
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$110M

Top Sellers

1
TI
1
Tidal Investments
Wisconsin
$0
2
WI
2
WBI Investments
New Jersey
$0
3
Jane Street
3
Jane Street
New York
$0
4
BlackRock
4
BlackRock
New York
$9.02M
5
FI
5
FormulaFolio Investments
Michigan
$9.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPAS
126
Spectrum Planning & Advisory Services
California
$495K +$495K +10,962 New
BAM
127
Belpointe Asset Management
Nevada
$493K +$47.9K +1,062 +11%
RF
128
RHS Financial
California
$488K -$54.3K -1,204 -10%
MSFS
129
Main Street Financial Solutions
Pennsylvania
$487K +$487K +10,793 New
HAS
130
HBW Advisory Services
California
$458K +$20.5K +455 +5%
RCA
131
Rowland Carmichael Advisors
Arizona
$428K +$21.3K +472 +5%
UWM
132
USAdvisors Wealth Management
Minnesota
$371K +$371K +8,231 New
IA
133
IndexIQ Advisors
New York
$360K +$111K +2,470 +45%
CIAS
134
Capital Investment Advisory Services
North Carolina
$359K -$12.7K -281 -3%
GLA
135
Good Life Advisors
Pennsylvania
$349K -$2.98M -65,478 -90%
W
136
WealthOne
New York
$348K +$348K +7,716 New
KAS
137
Kestra Advisory Services
Texas
$345K +$340K +7,549 +7,474%
AF
138
Advisornet Financial
Minnesota
$338K -$3.25M -72,094 -91%
CA
139
Calton & Associates
Florida
$334K +$34.9K +773 +12%
JFS
140
JD Financial Services
Pennsylvania
$333K +$333K +7,387 New
DI
141
Diligent Investors
California
$318K +$451 +10 +0.1%
CF
142
Centaurus Financial
California
$303K -$4.04M -89,490 -93%
IWC
143
Integrated Wealth Concepts
Massachusetts
$301K -$14K -311 -4%
Millennium Management
144
Millennium Management
New York
$290K +$290K +6,428 New
IC
145
Innealta Capital
Texas
$284K +$28.6K +633 +11%
WWS
146
Wellington Wealth Strategies
Indiana
$283K +$283K +9,735 New
LNC
147
Lincoln National Corp
Pennsylvania
$279K +$61.8K +1,369 +28%
CST
148
Charles Schwab Trust
Nevada
$279K +$279K +6,175 New
MCWS
149
McKinley Carter Wealth Services
West Virginia
$277K +$277K +6,145 New
EIA
150
Eldridge Investment Advisors
New Hampshire
$271K +$271K +6,000 New
4 5
6
7 8