SPTL icon

SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

202 hedge funds and large institutions have $2.22B invested in SPDR Portfolio Long Term Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 74 increasing their positions, 66 reducing their positions, and 38 closing their positions.

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
4.09%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.4%
New
43
Increased
74
Reduced
66
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$322M
2
State Street
2
State Street
Massachusetts
$524M
3
TI
3
Tidal Investments
Wisconsin
$67.2M
4
Stifel Financial
4
Stifel Financial
Missouri
$67.2M
5
WI
5
WBI Investments
New Jersey
$48.6M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$42K
2
Wells Fargo
2
Wells Fargo
California
$11M
3
AIM
3
Astor Investment Management
Illinois
$0
4
FI
4
FormulaFolio Investments
Michigan
$24.4M
5
AWM
5
AE Wealth Management
Kansas
$2.57M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$524M 11,218,657 +1,480,595 +15%
Financial Engines Advisors
2
Financial Engines Advisors
California
$322M 6,887,818 +2,319,324 +51%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$136M 2,905,066 +599,417 +26%
LPL Financial
4
LPL Financial
California
$102M 2,186,838 +714,796 +49%
UBS Group
5
UBS Group
Switzerland
$90.1M 1,927,261 +42,729 +2%
LMIM
6
Lockheed Martin Investment Management
Maryland
$88.6M 1,895,000 – –
Osaic Holdings
7
Osaic Holdings
Arizona
$88.3M 1,890,081 +548,954 +41%
TI
8
Tidal Investments
Wisconsin
$67.2M 1,437,119 +1,437,119 New
Stifel Financial
9
Stifel Financial
Missouri
$67.2M 1,436,954 +1,430,749 +23,058%
WI
10
WBI Investments
New Jersey
$48.6M 1,039,905 +1,039,905 New
Charles Schwab
11
Charles Schwab
California
$37.3M 798,431 -60,173 -7%
MERSOM
12
Municipal Employees' Retirement System of Michigan
Michigan
$33.6M 718,968 +718,968 New
Jane Street
13
Jane Street
New York
$31.8M 679,632 +679,632 New
PFP
14
Pinnacle Financial Partners
Tennessee
$27.3M 584,365 +47,561 +9%
SKK
15
Shepherd Kaplan Krochuk
Massachusetts
$25.9M 553,669 +74,748 +16%
BlackRock
16
BlackRock
New York
$25.3M 541,852 – –
FI
17
FormulaFolio Investments
Michigan
$24.4M 521,024 -316,219 -38%
Bank of America
18
Bank of America
North Carolina
$22.6M 483,378 +256,649 +113%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$21.8M 466,956 +41,134 +10%
WU
20
Wealthsimple US
New York
$20.5M 438,646 +151,444 +53%
KF
21
Krilogy Financial
Missouri
$19.5M 416,289 +30,230 +8%
SWIG
22
Strategic Wealth Investment Group
Kentucky
$16M 341,568 +70,736 +26%
FHC
23
First Heartland Consultants
Missouri
$14.8M 317,556 -125,190 -28%
CCP
24
Cardan Capital Partners
Colorado
$13.9M 297,404 +4,512 +2%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$13.1M 280,232 +280,232 New
1
2 3 4 5