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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

69 hedge funds and large institutions have $364M invested in SPDR Portfolio Long Term Treasury ETF in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
69
Holders Change
+14
Holders Change %
+25.45%
% of All Funds
1.84%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
21
Increased
29
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$145M
2
NC
2
NewSquare Capital
Pennsylvania
$11.9M
3
BJ
3
Brouwer & Janachowski
California
$48.6M
4
Wells Fargo
4
Wells Fargo
California
$12.6M
5
Citigroup
5
Citigroup
New York
$7.99M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$14K
2
ACM
2
Avalon Capital Management
California
$0
3
Bank of America
3
Bank of America
North Carolina
$4.79M
4
LPL Financial
4
LPL Financial
California
$2.23M
5
FAAS
5
First Allied Advisory Services
California
$663K
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$145M 1,830,401 +551,097 +43%
BJ
2
Brouwer & Janachowski
California
$48.6M 614,366 +124,293 +25%
KF
3
Krilogy Financial
Missouri
$16.5M 209,104 +42,438 +25%
AA
4
Apriem Advisors
California
$13.8M 174,481 +9,428 +6%
Wells Fargo
5
Wells Fargo
California
$12.6M 159,175 +117,527 +282%
NC
6
NewSquare Capital
Pennsylvania
$11.9M 150,906 +149,166 +8,573%
AssetMark Inc
7
AssetMark Inc
California
$10.9M 137,714 -3,602 -3%
Morgan Stanley
8
Morgan Stanley
New York
$9.7M 122,740 +88,660 +260%
Citigroup
9
Citigroup
New York
$7.99M 101,023 +101,023 New
FWM
10
Frontier Wealth Management
Missouri
$7.24M 91,571 +91,571 New
PFS
11
Prospera Financial Services
Texas
$7.22M 91,341 +88,171 +2,781%
Wolverine Trading
12
Wolverine Trading
Illinois
$5.3M 66,541 +46,763 +236%
KLC
13
Knowledge Leaders Capital
Colorado
$5.13M 64,915 +64,915 New
Bank of America
14
Bank of America
North Carolina
$4.79M 60,589 -22,857 -27%
AG
15
Advisor Group
Arizona
$3.84M 48,596 +26,719 +122%
UBS Group
16
UBS Group
Switzerland
$3.67M 46,397 +34,377 +286%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$3.57M 45,155 +45,155 New
TFA
18
Transamerica Financial Advisors
Florida
$3.51M 44,367 +44,201 +26,627%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$3.2M 40,459 -12,714 -24%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.2M 40,461 +7,549 +23%
Prudential Financial
21
Prudential Financial
New Jersey
$2.62M 33,100 +33,100 New
LPL Financial
22
LPL Financial
California
$2.23M 28,667 -18,416 -39%
CWM
23
Concert Wealth Management
California
$2.11M 26,679 +22,840 +595%
DI
24
Diligent Investors
California
$2.1M 26,582 +26,582 New
LFA
25
Landmark Financial Advisors
Kentucky
$2M 25,289 +9,640 +62%
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