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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

100 hedge funds and large institutions have $745M invested in SPDR Portfolio Long Term Treasury ETF in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
100
Holders Change
+25
Holders Change %
+33.33%
% of All Funds
2.29%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
32
Increased
36
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$47.6M
2
IA
2
IndexIQ Advisors
New York
$39.1M
3
LMIM
3
Lockheed Martin Investment Management
Maryland
$22.3M
4
PI
4
PFS Investments
Georgia
$15.4M
5
UBS Group
5
UBS Group
Switzerland
$15.5M

Top Sellers

1
FWM
1
Frontier Wealth Management
Missouri
$2.07M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$359K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.04M
4
LWS
4
Lucia Wealth Services
California
$254K
5
Wells Fargo
5
Wells Fargo
California
$1.72M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$420M 11,999,045 +312,124 +3%
HI
2
Horizon Investments
North Carolina
$47.6M 1,357,745 +1,357,745 New
IA
3
IndexIQ Advisors
New York
$39.1M 1,114,783 +899,813 +419%
LMIM
4
Lockheed Martin Investment Management
Maryland
$22.3M 638,000 +638,000 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.4M 468,597 +228,780 +95%
UBS Group
6
UBS Group
Switzerland
$15.5M 441,368 +386,475 +704%
PI
7
PFS Investments
Georgia
$15.4M 438,908 +438,908 New
KF
8
Krilogy Financial
Missouri
$13.3M 379,072 +8,060 +2%
FA
9
FDx Advisors
Illinois
$13.3M 378,833 +378,833 New
PCM
10
Peak Capital Management
Colorado
$12.6M 359,399 +30,610 +9%
GFPC
11
Global Financial Private Capital
Florida
$11.9M 339,587 +27,784 +9%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$6.9M 196,825 +37,995 +24%
SMM
13
Stadion Money Management
Georgia
$6.64M 189,558 +1,870 +1%
Financial Engines Advisors
14
Financial Engines Advisors
California
$6.29M 179,566 +65,926 +58%
ML
15
McAdam LLC
Pennsylvania
$5.16M 147,400 +17,665 +14%
AI
16
Atria Investments
North Carolina
$4.84M 138,228 +103,158 +294%
AssetMark Inc
17
AssetMark Inc
California
$4.49M 128,178 -1,006 -0.8%
FIMG
18
Financial & Investment Management Group
Michigan
$4.25M 121,413 -789 -0.6%
BA
19
BCM Advisors
Louisiana
$4.13M 117,952 +6,422 +6%
LFA
20
Landmark Financial Advisors
Kentucky
$4.01M 114,504 -5,927 -5%
FAAS
21
First Allied Advisory Services
California
$3.8M 108,152 +101,850 +1,616%
DI
22
Diligent Investors
California
$3.44M 98,176 +4,931 +5%
FFM
23
Fullerton Fund Management
Singapore
$3.39M 96,640 -4,860 -5%
CM
24
Columbus Macro
Pennsylvania
$3.34M 95,464 +95,464 New
AA
25
Advisory Alpha
Michigan
$2.91M 84,325 +84,325 New
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