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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

54 hedge funds and large institutions have $324M invested in SPDR Portfolio Long Term Treasury ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
8
Increased
18
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$230M
2
GFPC
2
Global Financial Private Capital
Florida
$8.88M
3
AssetMark Inc
3
AssetMark Inc
California
$10.1M
4
FIMG
4
Financial & Investment Management Group
Michigan
$3.83M
5
Wolverine Trading
5
Wolverine Trading
Illinois
$6.84M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.18M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$686K
3
KLC
3
Knowledge Leaders Capital
Colorado
$0
4
Bank of America
4
Bank of America
North Carolina
$1.3M
5
ACM
5
Avalon Capital Management
California
$415K
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$230M 3,295,757 +1,641,989 +99%
KF
2
Krilogy Financial
Missouri
$10.1M 146,285 – –
AssetMark Inc
3
AssetMark Inc
California
$10.1M 144,241 +114,004 +377%
GFPC
4
Global Financial Private Capital
Florida
$8.88M 127,304 +127,304 New
Citigroup
5
Citigroup
New York
$6.98M 100,000 – –
Wolverine Trading
6
Wolverine Trading
Illinois
$6.84M 98,236 +52,045 +113%
UBS Group
7
UBS Group
Switzerland
$4.36M 62,489 -2,910 -4%
SMM
8
Stadion Money Management
Georgia
$4.24M 60,834 -514 -0.8%
LFA
9
Landmark Financial Advisors
Kentucky
$4.01M 57,501 +11,021 +24%
FIMG
10
Financial & Investment Management Group
Michigan
$3.83M 54,973 +54,973 New
BA
11
BCM Advisors
Louisiana
$3.53M 50,651 -863 -2%
AIP
12
Almanack Investment Partners
Pennsylvania
$3.14M 45,074 -7,351 -14%
ML
13
McAdam LLC
Pennsylvania
$2.56M 36,666 +1,389 +4%
DI
14
Diligent Investors
California
$2.26M 32,449 +5,086 +19%
Wells Fargo
15
Wells Fargo
California
$2.18M 31,246 -83,821 -73%
FWM
16
Frontier Wealth Management
Missouri
$2.11M 30,306 -28,091 -48%
CWM
17
Concert Wealth Management
California
$1.79M 25,982 – –
AG
18
Advisor Group
Arizona
$1.63M 23,367 -340 -1%
KWM
19
Kingsview Wealth Management
Oregon
$1.47M 21,076 +21,076 New
PAG
20
Pinnacle Advisory Group
Maryland
$1.41M 20,208 -80 -0.4%
Morgan Stanley
21
Morgan Stanley
New York
$1.4M 20,021 -14,004 -41%
Bank of America
22
Bank of America
North Carolina
$1.3M 18,690 -63,262 -77%
VKH
23
Virtu KCG Holdings
New York
$1.3M 18,602 +5,991 +48%
LS
24
Lattice Strategies
Pennsylvania
$1.11M 15,900 -285 -2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.01M 14,519 +2,002 +16%
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