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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 %
ASN
151
Advisory Services Network
Georgia
$92K +$24.5K +517 +36%
Fidelity Investments
152
Fidelity Investments
Massachusetts
$72K -$11K -231 -13%
William Blair & Company
153
William Blair & Company
Illinois
$69K – – –
SPIA
154
Steward Partners Investment Advisory
New York
$61K +$61K +1,292 New
GSC
155
G&S Capital
Colorado
$61K +$61K +1,308 New
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$51K – – –
GSWM
157
Golden State Wealth Management
California
$49K +$49K +1,046 New
TRCT
158
Tower Research Capital (TRC)
New York
$47K +$21.5K +458 +85%
PCM
159
Penserra Capital Management
California
$47K +$47K +1,008 New
JPLA
160
Joseph P. Lucia & Associates
New York
$42K – – –
WP
161
WealthShield Partners
North Carolina
$42K +$29.1K +618 +225%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$41K – – –
TFA
163
Transamerica Financial Advisors
Florida
$41K +$41K +856 New
WQ
164
Wealth Quarterback
New Jersey
$38.4K -$3.97M -84,019 -99%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$38K – – –
GEA
166
Glen Eagle Advisors
New Jersey
$36.6K +$33K +698 +918%
PA
167
Parallel Advisors
California
$35K -$963K -20,741 -96%
CAL
168
Capital Analysts LLC
Pennsylvania
$31K -$15K -314 -33%
MA
169
MUFG Americas
New York
$29K – – –
S
170
SignatureFD
Georgia
$28K +$28K +600 New
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$27K +$27K +573 New
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$25K +$15.9K +333 +175%
GFPC
173
Global Financial Private Client
Florida
$22.8K – – –
HI
174
Hudock Inc
Pennsylvania
$22K -$8.3K -178 -27%
Deutsche Bank
175
Deutsche Bank
Germany
$20K -$64.9K -1,367 -76%
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