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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

207 hedge funds and large institutions have $2.94B invested in SPDR Portfolio Long Term Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 79 reducing their positions, and 57 closing their positions.

Holders
207
Holders Change
-19
Holders Change %
-8.41%
% of All Funds
3.65%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.23%
New
41
Increased
63
Reduced
79
Closed
57
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$649M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$611M
3
Citadel Advisors
3
Citadel Advisors
Florida
$121M
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$136M
5
Bank of America
5
Bank of America
North Carolina
$47.7M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$27K
2
Charles Schwab
2
Charles Schwab
California
$0
3
State Street
3
State Street
Massachusetts
$512M
4
PFP
4
Pinnacle Financial Partners
Tennessee
$0
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$66.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$649M 16,650,159 +16,645,664 +370,315%
Financial Engines Advisors
2
Financial Engines Advisors
California
$611M 15,671,798 +6,536,209 +72%
State Street
3
State Street
Massachusetts
$512M 13,136,934 -776,214 -6%
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$136M 3,501,485 +1,419,318 +68%
Citadel Advisors
5
Citadel Advisors
Florida
$121M 3,107,426 +3,087,044 +15,146%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$101M 2,589,238 -86,674 -3%
LPL Financial
7
LPL Financial
California
$76M 1,948,560 -112,665 -5%
UBS Group
8
UBS Group
Switzerland
$74M 1,897,670 -391,070 -17%
Stifel Financial
9
Stifel Financial
Missouri
$67M 1,718,516 +222,439 +15%
LMIM
10
Lockheed Martin Investment Management
Maryland
$66.5M 1,705,900 -721,100 -30%
Osaic Holdings
11
Osaic Holdings
Arizona
$53.7M 1,378,290 -258,011 -16%
Bank of America
12
Bank of America
North Carolina
$47.7M 1,223,279 +707,286 +137%
TAIM
13
TD Ameritrade Investment Management
Nebraska
$27M 597,833 – –
SWIG
14
Strategic Wealth Investment Group
Kentucky
$24.6M 631,123 +164,560 +35%
WU
15
Wealthsimple US
New York
$21.3M 545,446 +2,848 +0.5%
KF
16
Krilogy Financial
Missouri
$19.4M 496,989 +52,419 +12%
SKK
17
Shepherd Kaplan Krochuk
Massachusetts
$18.3M 469,792 -180,355 -28%
MD
18
Money Design
Japan
$18.2M 466,642 +340,293 +269%
AFA
19
AllGen Financial Advisors
Florida
$14.5M 389,211 +70,557 +22%
ML
20
McAdam LLC
Pennsylvania
$13.8M 353,937 +67,181 +23%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$13.6M 348,409 +50,864 +17%
Citigroup
22
Citigroup
New York
$10.3M 264,010 +35,002 +15%
TA
23
Tectonic Advisors
Texas
$10.2M 261,614 +139,267 +114%
CWM
24
Comprehensive Wealth Management
Washington
$10.2M 260,741 -644,216 -71%
ACM
25
AlphaStar Capital Management
North Carolina
$8.56M 219,470 +2,035 +0.9%
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