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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

168 hedge funds and large institutions have $1.76B invested in SPDR Portfolio Long Term Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 75 increasing their positions, 34 reducing their positions, and 18 closing their positions.

Holders
168
Holders Change
+24
Holders Change %
+16.67%
% of All Funds
3.65%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
47
Increased
75
Reduced
34
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$261M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$98.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$128M
4
AG
4
Advisor Group
Arizona
$43.1M
5
VFA
5
Voya Financial Advisors
Connecticut
$17.3M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$17.5M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
CWSR
3
Chessman Wealth Strategies RIA
Texas
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$613K
5
FI
5
FormulaFolio Investments
Michigan
$2.59M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$513M 13,444,180 -40,066 -0.3%
AssetMark Inc
2
AssetMark Inc
California
$261M 6,846,835 +3,315,618 +94%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$128M 3,353,815 +2,194,342 +189%
CCMG
4
Clark Capital Management Group
Pennsylvania
$98.7M 2,586,257 +2,586,257 New
LMIM
5
Lockheed Martin Investment Management
Maryland
$89.7M 2,350,000 -35,000 -1%
CSIA
6
Charles Schwab Investment Advisory
California
$81.1M 2,124,254 +420,342 +25%
AG
7
Advisor Group
Arizona
$43.1M 1,128,470 +668,232 +145%
PCM
8
Peak Capital Management
Colorado
$27.8M 692,020 +101,035 +17%
FA
9
FDx Advisors
Illinois
$26.6M 697,885 +423,606 +154%
LPL Financial
10
LPL Financial
California
$22.8M 596,938 -3,117 -0.5%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$22M 577,131 +396,353 +219%
MIAN
12
Mariner Independent Advisor Network
Kansas
$19.3M 506,653 +565 +0.1%
Wells Fargo
13
Wells Fargo
California
$18.3M 478,562 +403,753 +540%
Financial Engines Advisors
14
Financial Engines Advisors
California
$17.6M 460,857 +59,144 +15%
SCM
15
SCS Capital Management
Massachusetts
$17.5M 459,530 -895,636 -66%
VFA
16
Voya Financial Advisors
Connecticut
$17.3M 451,420 +451,420 New
BTS
17
BB&T Securities
Virginia
$17M 445,523 +431,965 +3,186%
KF
18
Krilogy Financial
Missouri
$16M 418,457 +24,447 +6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$14.9M 390,795 +57,130 +17%
Jane Street
20
Jane Street
New York
$14.6M 383,371 +230,432 +151%
GFPC
21
Global Financial Private Capital
Florida
$14.5M 379,116 +158,465 +72%
CAL
22
Capital Analysts LLC
Pennsylvania
$13.8M 360,588 +360,588 New
Morgan Stanley
23
Morgan Stanley
New York
$11.8M 310,061 +36,912 +14%
FTUS
24
Flow Traders U.S.
New York
$11.6M 303,771 +303,771 New
FHC
25
First Heartland Consultants
Missouri
$11.2M 294,242 +294,242 New
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