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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.

New
Increased
Maintained
Reduced
Closed
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
Fisher Asset Management
Washington
$649M
2
Financial Engines Advisors
Financial Engines Advisors
California
$611M
3
Citadel Advisors
Citadel Advisors
Florida
$121M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$136M
5
Bank of America
Bank of America
North Carolina
$47.7M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$27K
2
Charles Schwab
Charles Schwab
California
$0
3
State Street
State Street
Massachusetts
$512M
4
PFP
Pinnacle Financial Partners
Tennessee
$0
5
LMIM
Lockheed Martin Investment Management
Maryland
$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
126
Voya Financial Advisors
Connecticut
$232K -$4.49M -115,063 -95%
BCM
127
Brookstone Capital Management
Illinois
$226K +$226K +5,792 New
CWA
128
Centennial Wealth Advisory
Michigan
$222K +$222K +5,705 New
SWA
129
Stratos Wealth Advisors
Ohio
$220K -$224K -5,746 -50%
SB
130
Strategic Blueprint
Georgia
$210K -$400K -10,262 -66%
PPA
131
Parametric Portfolio Associates
Washington
$207K +$207K +5,309 New
SC
132
Scotia Capital
Ontario, Canada
$206K -$25.3K -649 -11%
TNA
133
True North Advisors
Texas
$206K – – –
OPWM
134
Oxinas Partners Wealth Management
Indiana
$204K -$5.74K -147 -3%
WSTAM
135
Wilbanks Smith & Thomas Asset Management
Virginia
$203K – – –
Wealthfront Advisers
136
Wealthfront Advisers
California
$201K +$201K +5,157 New
IA
137
IFP Advisors
Florida
$187K -$334K -8,547 -64%
CWA
138
Clearview Wealth Advisors
Oregon
$169K -$717K -18,422 -81%
GRP
139
Global Retirement Partners
California
$166K -$39.8K -1,022 -19%
CAAS
140
Capital Asset Advisory Services
Michigan
$158K +$2.92K +75 +2%
PCG
141
Private Capital Group
Connecticut
$122K – – –
SL
142
Savior LLC
Massachusetts
$117K -$9.27K -238 -7%
PFBT
143
Parkside Financial Bank & Trust
Missouri
$117K +$14K +359 +14%
HI
144
Harbour Investments
Wisconsin
$104K +$104K +2,670 New
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$101K -$2.18K -56 -2%
AF
146
Advisornet Financial
Minnesota
$82K -$212K -5,405 -72%
BA
147
Ballast Advisors
Minnesota
$77K -$9.85K -253 -11%
BlackRock
148
BlackRock
New York
$58K -$7.75M -198,347 -99%
CFD
149
Creative Financial Designs
Indiana
$58K -$70.9K -1,819 -55%
TCM
150
Tradewinds Capital Management
Washington
$55K -$37.5K -960 -41%
4 5
6
7 8