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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

226 hedge funds and large institutions have $2.42B invested in SPDR Portfolio Long Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 93 increasing their positions, 52 reducing their positions, and 32 closing their positions.

Holders
226
Holders Change
+24
Holders Change %
+11.88%
% of All Funds
4.01%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.28%
New
61
Increased
93
Reduced
52
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$628M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$412M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$94M
4
AssetMark Inc
4
AssetMark Inc
California
$57.6M
5
CWM
5
Comprehensive Wealth Management
Washington
$40.8M

Top Sellers

1
TI
1
Tidal Investments
Wisconsin
$0
2
WI
2
WBI Investments
New Jersey
$0
3
Jane Street
3
Jane Street
New York
$0
4
BlackRock
4
BlackRock
New York
$9.02M
5
FI
5
FormulaFolio Investments
Michigan
$9.58M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$628M 13,913,148 +2,694,491 +24%
Financial Engines Advisors
2
Financial Engines Advisors
California
$412M 9,135,589 +2,247,771 +33%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$121M 2,675,912 -229,154 -8%
LMIM
4
Lockheed Martin Investment Management
Maryland
$110M 2,427,000 +532,000 +28%
UBS Group
5
UBS Group
Switzerland
$103M 2,288,740 +361,479 +19%
MERSOM
6
Municipal Employees' Retirement System of Michigan
Michigan
$94M 2,082,167 +1,363,199 +190%
LPL Financial
7
LPL Financial
California
$93M 2,061,225 -125,613 -6%
Osaic Holdings
8
Osaic Holdings
Arizona
$73.8M 1,636,301 -253,780 -13%
Stifel Financial
9
Stifel Financial
Missouri
$67.5M 1,496,077 +59,123 +4%
AssetMark Inc
10
AssetMark Inc
California
$57.6M 1,275,271 +1,274,372 +141,754%
CWM
11
Comprehensive Wealth Management
Washington
$40.8M 904,957 +904,957 New
Charles Schwab
12
Charles Schwab
California
$37.3M 826,375 +27,944 +3%
SKK
13
Shepherd Kaplan Krochuk
Massachusetts
$29.3M 650,147 +96,478 +17%
PFP
14
Pinnacle Financial Partners
Tennessee
$28.7M 636,935 +52,570 +9%
TAIM
15
TD Ameritrade Investment Management
Nebraska
$27M 597,833 +130,877 +28%
WU
16
Wealthsimple US
New York
$24.5M 542,598 +103,952 +24%
Bank of America
17
Bank of America
North Carolina
$23.3M 515,993 +32,615 +7%
FHC
18
First Heartland Consultants
Missouri
$22M 486,653 +169,097 +53%
SWIG
19
Strategic Wealth Investment Group
Kentucky
$21.1M 466,563 +124,995 +37%
KF
20
Krilogy Financial
Missouri
$20.1M 444,570 +28,281 +7%
AFA
21
AllGen Financial Advisors
Florida
$14.4M 318,654 +318,654 New
CCP
22
Cardan Capital Partners
Colorado
$13.8M 306,548 +9,144 +3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$13.4M 297,545 +17,313 +6%
ML
24
McAdam LLC
Pennsylvania
$12.4M 286,756 +69,894 +32%
IA
25
IFS Advisors
Kansas
$11.3M 250,068 +250,068 New
1
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