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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

202 hedge funds and large institutions have $2.22B invested in SPDR Portfolio Long Term Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 74 increasing their positions, 66 reducing their positions, and 38 closing their positions.

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
4.09%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.4%
New
43
Increased
74
Reduced
66
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$322M
2
State Street
2
State Street
Massachusetts
$524M
3
TI
3
Tidal Investments
Wisconsin
$67.2M
4
Stifel Financial
4
Stifel Financial
Missouri
$67.2M
5
WI
5
WBI Investments
New Jersey
$48.6M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$42K
2
Wells Fargo
2
Wells Fargo
California
$11M
3
AIM
3
Astor Investment Management
Illinois
$0
4
FI
4
FormulaFolio Investments
Michigan
$24.4M
5
AWM
5
AE Wealth Management
Kansas
$2.57M
Name Market Value Shares Shares
Change 		Shares
Change %
WOSD
201
WFA of San Diego
California
– – -140,311 Closed
BIP
202
Blueprint Investment Partners
North Carolina
– – -89,561 Closed
GM
203
GeoWealth Management
Illinois
– – -68,323 Closed
BAM
204
BTS Asset Management
Massachusetts
– – -65,592 Closed
AI
205
Atria Investments
North Carolina
– – -42,494 Closed
EWM
206
Executive Wealth Management
Michigan
– – -39,934 Closed
SIA
207
Strategic Investment Advisors
Michigan
– – -38,209 Closed
OWA
208
Outlook Wealth Advisors
Texas
– – -35,416 Closed
BFA
209
Beaumont Financial Advisors
Massachusetts
– – -34,751 Closed
APC
210
Aspire Private Capital
North Carolina
– – -23,039 Closed
ECA
211
Elevated Capital Advisors
Utah
– – -18,838 Closed
CAG
212
Csenge Advisory Group
Florida
– – -18,193 Closed
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
– – -10,867 Closed
SW
214
SkyOak Wealth
Michigan
– – -8,434 Closed
NL
215
NWAM LLC
Washington
– – -8,198 Closed
MCIA
216
Mountain Capital Investment Advisors
Colorado
– – -7,762 Closed
W
217
WealthOne
New York
– – -7,092 Closed
LAS
218
Lloyd Advisory Services
Georgia
– – -7,010 Closed
FHA
219
First Horizon Advisors
Tennessee
– – -5,999 Closed
TW
220
Transform Wealth
Colorado
– – -5,652 Closed
SF
221
Synovus Financial
Georgia
– – -5,421 Closed
Creative Planning
222
Creative Planning
Kansas
– – -4,882 Closed
TNA
223
True North Advisors
Texas
– – -4,734 Closed
PPA
224
Parametric Portfolio Associates
Washington
– – -4,734 Closed
OMC
225
Old Mission Capital
Illinois
– – -4,626 Closed
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9
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