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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

204 hedge funds and large institutions have $1.43B invested in SPDR Portfolio Long Term Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 56 increasing their positions, 74 reducing their positions, and 31 closing their positions.

Holders
204
Holders Change
+23
Holders Change %
+12.71%
% of All Funds
4.51%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
57
Increased
56
Reduced
74
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$54.9M
2
WI
2
WBI Investments
New Jersey
$51.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$47.4M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$104M
5
NC
5
NewSquare Capital
Pennsylvania
$23.7M

Top Sellers

1
State Street
1
State Street
Massachusetts
$431M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$0
3
CSIA
3
Charles Schwab Investment Advisory
California
$0
4
LMIM
4
Lockheed Martin Investment Management
Maryland
$92.8M
5
TCM
5
Tradewinds Capital Management
Washington
$2.16M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$431M 9,132,960 -2,702,434 -23%
Financial Engines Advisors
2
Financial Engines Advisors
California
$104M 2,205,520 +926,088 +72%
LMIM
3
Lockheed Martin Investment Management
Maryland
$92.8M 1,965,000 -470,000 -19%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$83.3M 1,763,518 +295,567 +20%
Charles Schwab
5
Charles Schwab
California
$54.9M 1,161,742 +1,161,742 New
WI
6
WBI Investments
New Jersey
$51.9M 1,098,659 +1,098,659 New
Osaic Holdings
7
Osaic Holdings
Arizona
$47.4M 1,006,564 +1,006,564 New
LPL Financial
8
LPL Financial
California
$42.3M 896,435 +65,045 +8%
BlackRock
9
BlackRock
New York
$36.7M 776,841 +338,787 +77%
FI
10
FormulaFolio Investments
Michigan
$30.8M 651,232 +465,507 +251%
NC
11
NewSquare Capital
Pennsylvania
$23.7M 501,374 +501,374 New
Wells Fargo
12
Wells Fargo
California
$17.8M 377,445 +154,262 +69%
KF
13
Krilogy Financial
Missouri
$17.3M 366,732 -91,908 -20%
CCP
14
Cardan Capital Partners
Colorado
$17.3M 366,540 +366,540 New
FTUS
15
Flow Traders U.S.
New York
$17.1M 360,929 +360,929 New
PCM
16
Peak Capital Management
Colorado
$15.9M 337,036 -292,797 -46%
Bank of America
17
Bank of America
North Carolina
$14.9M 314,923 +137,608 +78%
WP
18
WealthSource Partners
California
$12.4M 262,093 +58,979 +29%
KP
19
Keel Point
Alabama
$12.2M 258,245 -128,005 -33%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$11.9M 252,647 -68,105 -21%
WU
21
Wealthsimple US
New York
$11.9M 252,172 +98,945 +65%
Morgan Stanley
22
Morgan Stanley
New York
$11.1M 234,283 -175,325 -43%
Citigroup
23
Citigroup
New York
$11M 232,013 -59 -0%
Ameriprise
24
Ameriprise
Minnesota
$10.6M 224,636 +215,923 +2,478%
PFP
25
Pinnacle Financial Partners
Tennessee
$10.2M 216,105 -53,283 -20%
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