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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

75 hedge funds and large institutions have $559M invested in SPDR Portfolio Long Term Treasury ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 15 closing their positions.

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
17
Increased
28
Reduced
20
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$410M
2
IA
2
IndexIQ Advisors
New York
$7.55M
3
PCM
3
Peak Capital Management
Colorado
$11.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.21M
5
DI
5
Diligent Investors
California
$3.27M

Top Sellers

1
HGWM
1
Harvest Group Wealth Management
Massachusetts
$0
2
WI
2
WBI Investments
New Jersey
$0
3
AssetMark Inc
3
AssetMark Inc
California
$4.53M
4
BCP
4
Blackhawk Capital Partners
Wisconsin
$22K
5
SBL
5
Sargent Bickham Lagudis
Colorado
$308K
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$410M 11,686,921 +1,838,625 +19%
KF
2
Krilogy Financial
Missouri
$13M 371,012 +43,566 +13%
PCM
3
Peak Capital Management
Colorado
$11.5M 328,789 +147,307 +81%
GFPC
4
Global Financial Private Capital
Florida
$10.9M 311,803 -50,264 -14%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.21M 239,817 +87,857 +58%
IA
6
IndexIQ Advisors
New York
$7.55M 214,970 +214,970 New
SMM
7
Stadion Money Management
Georgia
$6.59M 187,688 +22,260 +13%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$5.58M 158,830 +31 +0%
FWM
9
Frontier Wealth Management
Missouri
$4.73M 134,802 +66,421 +97%
ML
10
McAdam LLC
Pennsylvania
$4.55M 129,735 +79,572 +159%
AssetMark Inc
11
AssetMark Inc
California
$4.53M 129,184 -179,527 -58%
FIMG
12
Financial & Investment Management Group
Michigan
$4.29M 122,202 -2,759 -2%
LFA
13
Landmark Financial Advisors
Kentucky
$4.23M 120,431 -19,289 -14%
Financial Engines Advisors
14
Financial Engines Advisors
California
$3.99M 113,640 +33,165 +41%
BA
15
BCM Advisors
Louisiana
$3.92M 111,530 +9,791 +10%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.68M 104,877 +20,838 +25%
FFM
17
Fullerton Fund Management
Singapore
$3.56M 101,500 +39,800 +65%
DI
18
Diligent Investors
California
$3.27M 93,245 +85,684 +1,133%
Wells Fargo
19
Wells Fargo
California
$3.17M 90,278 +13,872 +18%
PA
20
Parallel Advisors
California
$2.91M 82,845 +82,845 New
Morgan Stanley
21
Morgan Stanley
New York
$2.84M 80,832 -1,427 -2%
WCA
22
Westover Capital Advisors
Delaware
$2.76M 78,637 +27,535 +54%
SWM
23
SeaCrest Wealth Management
New York
$2.62M 74,560 -9,369 -11%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.32M 65,976 +46,838 +245%
LPL Financial
25
LPL Financial
California
$2.31M 65,679 +4,000 +6%
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