SPTL icon

SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

200 hedge funds and large institutions have $1.9B invested in SPDR Portfolio Long Term Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 42 closing their positions.

Holders
200
Holders Change
-4
Holders Change %
-1.96%
% of All Funds
4.11%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.37%
New
41
Increased
86
Reduced
55
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$117M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$214M
3
UBS Group
3
UBS Group
Switzerland
$88.4M
4
State Street
4
State Street
Massachusetts
$457M
5
LPL Financial
5
LPL Financial
California
$69.1M

Top Sellers

1
WI
1
WBI Investments
New Jersey
$0
2
NC
2
NewSquare Capital
Pennsylvania
$122K
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Charles Schwab
4
Charles Schwab
California
$40.3M
5
BlackRock
5
BlackRock
New York
$25.4M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$457M 9,738,062 +605,102 +7%
Financial Engines Advisors
2
Financial Engines Advisors
California
$214M 4,568,494 +2,362,974 +107%
AssetMark Inc
3
AssetMark Inc
California
$117M 2,504,775 +2,504,382 +637,247%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$108M 2,305,649 +542,131 +31%
LMIM
5
Lockheed Martin Investment Management
Maryland
$88.9M 1,895,000 -70,000 -4%
UBS Group
6
UBS Group
Switzerland
$88.4M 1,884,532 +1,785,462 +1,802%
LPL Financial
7
LPL Financial
California
$69.1M 1,472,042 +575,607 +64%
Osaic Holdings
8
Osaic Holdings
Arizona
$62.9M 1,341,127 +334,563 +33%
Wells Fargo
9
Wells Fargo
California
$41.9M 892,303 +514,858 +136%
Charles Schwab
10
Charles Schwab
California
$40.3M 858,604 -303,138 -26%
FI
11
FormulaFolio Investments
Michigan
$39.3M 837,243 +186,011 +29%
BlackRock
12
BlackRock
New York
$25.4M 541,852 -234,989 -30%
PFP
13
Pinnacle Financial Partners
Tennessee
$25.2M 536,804 +320,699 +148%
SKK
14
Shepherd Kaplan Krochuk
Massachusetts
$22.5M 478,921 +478,921 New
AIM
15
Astor Investment Management
Illinois
$21.3M 455,078 +455,078 New
FHC
16
First Heartland Consultants
Missouri
$20.8M 442,746 +343,080 +344%
TAIM
17
TD Ameritrade Investment Management
Nebraska
$20M 425,822 +173,175 +69%
KF
18
Krilogy Financial
Missouri
$18.1M 386,059 +19,327 +5%
TCM
19
Tradewinds Capital Management
Washington
$16.2M 344,822 +299,093 +654%
CCP
20
Cardan Capital Partners
Colorado
$13.7M 292,892 -73,648 -20%
WU
21
Wealthsimple US
New York
$13.5M 287,202 +35,030 +14%
Morgan Stanley
22
Morgan Stanley
New York
$13M 276,696 +42,413 +18%
SWIG
23
Strategic Wealth Investment Group
Kentucky
$12.7M 270,832 +199,556 +280%
Citigroup
24
Citigroup
New York
$12.1M 257,714 +25,701 +11%
SS
25
Simplicity Solutions
Minnesota
$12M 254,871 +162,095 +175%
1
2 3 4 5