SPTL icon

SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

52 hedge funds and large institutions have $391M invested in SPDR Portfolio Long Term Treasury ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 18 closing their positions.

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
1.39%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
21
Increased
20
Reduced
9
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$151M
2
BJ
2
Brouwer & Janachowski
California
$32.5M
3
NC
3
NewSquare Capital
Pennsylvania
$31.9M
4
PFS
4
Prospera Financial Services
Texas
$21.2M
5
TFA
5
Transamerica Financial Advisors
Florida
$19.5M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1M
3
ACM
3
Argentus Capital Management
Texas
$4K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$676K
5
ACM
5
Aviance Capital Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$151M 2,005,243 +890,146 +80%
BJ
2
Brouwer & Janachowski
California
$32.5M 431,621 +431,621 New
NC
3
NewSquare Capital
Pennsylvania
$31.9M 423,055 +333,453 +372%
AssetMark Inc
4
AssetMark Inc
California
$21.9M 291,130 +25,214 +9%
PFS
5
Prospera Financial Services
Texas
$21.2M 281,509 +281,509 New
TFA
6
Transamerica Financial Advisors
Florida
$19.5M 258,656 +258,655 +25,865,500%
Morgan Stanley
7
Morgan Stanley
New York
$17.9M 237,232 +222,898 +1,555%
Wells Fargo
8
Wells Fargo
California
$13.1M 173,538 +142,738 +463%
KF
9
Krilogy Financial
Missouri
$12.5M 165,728 +2,128 +1%
AA
10
Apriem Advisors
California
$10.5M 139,127 +138,887 +57,870%
WP
11
WealthSource Partners
California
$7.78M 103,272 +103,272 New
LPL Financial
12
LPL Financial
California
$5.99M 78,574 +32,658 +71%
UBS Group
13
UBS Group
Switzerland
$5.58M 74,015 +55,189 +293%
Jane Street
14
Jane Street
New York
$4.53M 60,112 +60,112 New
Bank of America
15
Bank of America
North Carolina
$4.35M 57,659 +24,304 +73%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$3.48M 46,233 +46,233 New
RJA
17
Raymond James & Associates
Florida
$2.39M 31,651 +31,651 New
AIG
18
American International Group
New York
$2.34M 31,085 +30,816 +11,456%
LS
19
Lattice Strategies
Pennsylvania
$2.17M 28,735 +190 +0.7%
AIM
20
Advantage Investment Management
Iowa
$1.68M 22,334 +22,334 New
AII
21
AGF Investments Inc
Ontario, Canada
$1.57M 20,818 +9,946 +91%
Stifel Financial
22
Stifel Financial
Missouri
$1.49M 19,755 +19,755 New
Baird Financial Group
23
Baird Financial Group
Wisconsin
$1.44M 19,044 +19,044 New
SBL
24
Sargent Bickham Lagudis
Colorado
$1.39M 18,477 +18,477 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.28M 16,996 +3,118 +22%
1
2 3