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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

73 hedge funds and large institutions have $541M invested in SPDR Portfolio Long Term Treasury ETF in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
73
Holders Change
+20
Holders Change %
+37.74%
% of All Funds
1.66%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
22
Increased
42
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$360M
2
HGWM
2
Harvest Group Wealth Management
Massachusetts
$20.7M
3
WI
3
WBI Investments
New Jersey
$14.1M
4
GFPC
4
Global Financial Private Capital
Florida
$13.2M
5
KF
5
Krilogy Financial
Missouri
$12M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$378K
2
AA
2
Advisory Alpha
Michigan
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$701K
4
FWM
4
Frontier Wealth Management
Missouri
$2.5M
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$360M 9,848,296 +5,988,845 +155%
HGWM
2
Harvest Group Wealth Management
Massachusetts
$20.7M 566,658 +566,658 New
WI
3
WBI Investments
New Jersey
$14.1M 384,225 +384,225 New
GFPC
4
Global Financial Private Capital
Florida
$13.2M 362,067 +197,082 +119%
PCM
5
Peak Capital Management
Colorado
$13.1M 181,482 – –
KF
6
Krilogy Financial
Missouri
$12M 327,446 +171,119 +109%
AssetMark Inc
7
AssetMark Inc
California
$11.3M 308,711 +310 +0.1%
SMM
8
Stadion Money Management
Georgia
$6.05M 165,428 +87,864 +113%
BCP
9
Blackhawk Capital Partners
Wisconsin
$6.04M 165,095 +165,095 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$5.81M 158,799 +143,506 +938%
SBL
11
Sargent Bickham Lagudis
Colorado
$5.57M 152,213 +84,925 +126%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.56M 151,960 +79,315 +109%
LFA
13
Landmark Financial Advisors
Kentucky
$5.11M 139,720 +71,637 +105%
FIMG
14
Financial & Investment Management Group
Michigan
$4.57M 124,961 +68,198 +120%
UBS Group
15
UBS Group
Switzerland
$4.48M 122,396 +66,641 +120%
BA
16
BCM Advisors
Louisiana
$3.72M 101,739 +51,596 +103%
ML
17
McAdam LLC
Pennsylvania
$3.61M 50,163 – –
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.08M 84,039 +52,227 +164%
SWM
19
SeaCrest Wealth Management
New York
$3.07M 83,929 +83,929 New
Morgan Stanley
20
Morgan Stanley
New York
$3.01M 82,259 +63,874 +347%
Financial Engines Advisors
21
Financial Engines Advisors
California
$2.95M 80,475 +80,475 New
Wells Fargo
22
Wells Fargo
California
$2.8M 76,406 +42,507 +125%
KWM
23
Kingsview Wealth Management
Oregon
$2.7M 73,649 +36,810 +100%
FWM
24
Frontier Wealth Management
Missouri
$2.5M 68,381 -24,489 -26%
Bank of America
25
Bank of America
North Carolina
$2.47M 67,585 +38,413 +132%
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