SPTL icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
151
William Blair & Company
Illinois
$10K 130 +130 New
LWM
152
Liberty Wealth Management
California
$9K 242 +242 New
HWM
153
Holloway Wealth Management
Florida
– – – –
JWA
154
JFS Wealth Advisors
Pennsylvania
$7K 182 +60 +49%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$5K 120 – –
EIP
156
Ellis Investment Partners
Pennsylvania
$5K 154 +154 New
Citigroup
157
Citigroup
New York
$4K 98 -1,118 -92%
GWMIA
158
Global Wealth Management Investment Advisory
Florida
$4K 107 -145 -58%
FPB
159
First PREMIER Bank
South Dakota
$4K 104 – –
CFA
160
Camarda Financial Advisors
Florida
$4K 99 – –
BFEC
161
Benjamin F. Edwards & Company
Missouri
$4K 111 +111 New
AIC
162
Archer Investment Corporation
Indiana
$3K 73 – –
VCM
163
Versant Capital Management
Arizona
$3K 87 +1 +1%
TFA
164
Transamerica Financial Advisors
Florida
$3K 54 +54 New
CIAS
165
Capital Investment Advisory Services
North Carolina
$1K 24 -2 -8%
Deutsche Bank
166
Deutsche Bank
Germany
$1K 37 +37 New
PFG
167
Piershale Financial Group
Illinois
– – -611,956 Closed
CWSR
168
Chessman Wealth Strategies RIA
Texas
– – -556,616 Closed
RJFSA
169
Raymond James Financial Services Advisors
Florida
– – -82,212 Closed
TCM
170
Tuttle Capital Management
Connecticut
– – -76,140 Closed
FWM
171
Frontier Wealth Management
Missouri
– – -58,940 Closed
AII
172
AGF Investments Inc
Ontario, Canada
– – -27,510 Closed
VF
173
Virtu Financial
New York
– – -11,341 Closed
RA
174
Rational Advisors
New York
– – -9,756 Closed
AAS
175
Annex Advisory Services
Wisconsin
– – -9,000 Closed
4 5 6
7
8