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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 %
IF
201
Ironwood Financial
Arizona
$1K – – –
MF
202
Manchester Financial
California
$1K +$1K +28 New
1WM
203
1900 Wealth Management
Texas
$922 -$3.08K -79,070 -77%
FGAM
204
Financial Gravity Asset Management
Texas
$180 – – –
BBHC
205
Brown Brothers Harriman & Co
New York
$68 +$68 +1,737 New
Charles Schwab
206
Charles Schwab
California
– -$37.3M -826,375 Closed
PFP
207
Pinnacle Financial Partners
Tennessee
– -$28.7M -636,935 Closed
IA
208
IFS Advisors
Kansas
– -$11.3M -250,068 Closed
CPC
209
Consolidated Planning Corp
Georgia
– -$9.91M -219,524 Closed
FC
210
Financial Consulate
Maryland
– -$6.59M -146,045 Closed
FAIM
211
Financial Advocates Investment Management
Washington
– -$3.2M -120,085 Closed
SA
212
Strategic Advisors
New York
– -$3.58M -82,288 Closed
PWS
213
Private Wealth Strategies
Ohio
– -$2.95M -65,457 Closed
TA
214
TrueWealth Advisors
Alabama
– -$2.16M -49,829 Closed
SW
215
SteelPeak Wealth
California
– -$2.01M -44,545 Closed
CFG
216
Cooper Financial Group
California
– -$1.78M -39,476 Closed
SMG
217
Smart Money Group
Texas
– -$1.42M -31,413 Closed
BFA
218
Beaumont Financial Advisors
Massachusetts
– -$1.38M -30,626 Closed
NA
219
NewEdge Advisors
Louisiana
– -$1.11M -24,643 Closed
HGWM
220
Horst & Graben Wealth Management
Oregon
– -$1.09M -24,087 Closed
EWM
221
Echo Wealth Management
Minnesota
– -$1.03M -22,903 Closed
CA
222
Cetera Advisors
Colorado
– -$968K -21,447 Closed
BCM
223
Beaumont Capital Management
Massachusetts
– -$888K -19,666 Closed
VFM
224
Vivid Financial Management
California
– -$826K -18,300 Closed
APW
225
Austin Private Wealth
Texas
– -$673K -14,921 Closed
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