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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

181 hedge funds and large institutions have $1.29B invested in SPDR Portfolio Long Term Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 29 closing their positions.

Holders
181
Holders Change
+25
Holders Change %
+16.03%
% of All Funds
3.57%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.38%
New
55
Increased
65
Reduced
51
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$66.1M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$49.7M
3
KP
3
Keel Point
Alabama
$15M
4
BlackRock
4
BlackRock
New York
$17M
5
LPL Financial
5
LPL Financial
California
$32.3M

Top Sellers

1
State Street
1
State Street
Massachusetts
$460M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$57.1M
3
Wells Fargo
3
Wells Fargo
California
$8.68M
4
NC
4
NewSquare Capital
Pennsylvania
$0
5
CWA
5
Clarus Wealth Advisors
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$460M 11,835,394 -1,962,144 -14%
LMIM
2
Lockheed Martin Investment Management
Maryland
$94.6M 2,435,000 +135,000 +6%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$66.1M 1,700,106 +1,700,106 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$57.1M 1,467,951 -365,500 -20%
CSIA
5
Charles Schwab Investment Advisory
California
$54.4M 1,399,051 -84,796 -6%
Financial Engines Advisors
6
Financial Engines Advisors
California
$49.7M 1,279,432 +724,051 +130%
AG
7
Advisor Group
Arizona
$35.4M 910,910 +143,369 +19%
LPL Financial
8
LPL Financial
California
$32.3M 831,390 +195,404 +31%
PCM
9
Peak Capital Management
Colorado
$25M 629,833 -65,997 -9%
MIAN
10
Mariner Independent Advisor Network
Kansas
$18.7M 478,764 -21,835 -4%
KF
11
Krilogy Financial
Missouri
$17.8M 458,640 +34,493 +8%
BlackRock
12
BlackRock
New York
$17M 438,054 +234,989 +116%
TCM
13
Tradewinds Capital Management
Washington
$16.2M 417,753 +102,992 +33%
Morgan Stanley
14
Morgan Stanley
New York
$15.9M 409,608 -4,105 -1%
KP
15
Keel Point
Alabama
$15M 386,250 +345,271 +843%
FAG
16
Financial Advisory Group
Texas
$13.2M 338,847 +16,837 +5%
KLC
17
Knowledge Leaders Capital
Colorado
$13.1M 336,648 +119,260 +55%
TAIM
18
TD Ameritrade Investment Management
Nebraska
$12.5M 320,752 +31,273 +11%
PFP
19
Pinnacle Financial Partners
Tennessee
$10.5M 269,388 +15,433 +6%
GC
20
Guggenheim Capital
Illinois
$9.62M 247,357 -5,273 -2%
Citigroup
21
Citigroup
New York
$9.02M 232,072 -32 -0%
Wells Fargo
22
Wells Fargo
California
$8.68M 223,183 -315,315 -59%
FHC
23
First Heartland Consultants
Missouri
$8.66M 222,854 -149,434 -40%
ML
24
McAdam LLC
Pennsylvania
$8.53M 219,560 +13,437 +7%
WP
25
WealthSource Partners
California
$7.9M 203,114 +95,320 +88%
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