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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 %
AIC
201
Ameritas Investment Company
Nebraska
$1K +$1K +27 New
OAM
202
Optimal Asset Management
California
$585 +$585 +12,390 New
FGAM
203
Financial Gravity Asset Management
Texas
$218 +$4 +82 +2%
MERSOM
204
Municipal Employees' Retirement System of Michigan
Michigan
– -$66.1M -1,700,106 Closed
CSIA
205
Charles Schwab Investment Advisory
California
– -$54.4M -1,399,051 Closed
FAG
206
Financial Advisory Group
Texas
– -$13.2M -338,847 Closed
KLC
207
Knowledge Leaders Capital
Colorado
– -$13.1M -336,648 Closed
CIA
208
Compass Ion Advisors
Pennsylvania
– -$5.68M -146,113 Closed
TWP
209
Tempus Wealth Planning
California
– -$5.4M -138,961 Closed
NA
210
NewEdge Advisors
Louisiana
– -$4.2M -108,036 Closed
G
211
Gainplan
Michigan
– -$2.73M -70,156 Closed
AC
212
Alexandria Capital
Virginia
– -$1.97M -50,751 Closed
BFA
213
Beaumont Financial Advisors
Massachusetts
– -$1.8M -46,168 Closed
SLWS
214
Swaine & Leidel Wealth Services
Florida
– -$1.55M -39,794 Closed
EIA
215
Eldridge Investment Advisors
New Hampshire
– -$1.41M -36,169 Closed
PRS
216
Pinkerton Retirement Specialists
Idaho
– -$1.39M -35,676 Closed
ACP
217
Aveo Capital Partners
Colorado
– -$1.34M -34,460 Closed
LA
218
LVW Advisors
New York
– -$1.27M -32,671 Closed
GG
219
GenWealth Group
New Jersey
– -$798K -20,551 Closed
WI
220
Wintrust Investments
Illinois
– -$418K -10,745 Closed
AWS
221
AJ Wealth Strategies
New York
– -$403K -10,370 Closed
MFG
222
Menard Financial Group
Texas
– -$387K -9,964 Closed
TC
223
Tatro Capital
Kentucky
– -$251K -6,460 Closed
SHIM
224
Stone House Investment Management
Pennsylvania
– -$234K -6,014 Closed
IAA
225
Independent Advisor Alliance
North Carolina
– -$215K -5,535 Closed
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