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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

307 hedge funds and large institutions have $5.8B invested in SPDR Portfolio Long Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 100 increasing their positions, 108 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+35
Holders Change %
+12.87%
% of All Funds
4.95%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.29%
New
76
Increased
100
Reduced
108
Closed
35
Calls
$546K
Puts
$377K
Net Calls
+$169K
Net Calls Change
-$1.18M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.5B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$772M
3
State Street
3
State Street
Massachusetts
$794M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$131M
5
TC
5
TownSquare Capital
Utah
$55.5M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$402M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$4.68M
3
Jane Street
3
Jane Street
New York
$19.9M
4
LJAC
4
L.J. Altfest & Co
New York
$2.29M
5
EF
5
Empowered Funds
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
226
Financial Advocates Investment Management
Washington
$226K +$226K +7,775 New
AA
227
Advisory Alpha
Michigan
$224K -$10M -345,175 -98%
RBFC
228
Roman Butler Fullerton & Co
Missouri
$222K +$222K +7,220 New
HA
229
Hofer & Associates
California
$217K +$217K +7,482 New
BOTW
230
Bank of the West
California
$214K +$214K +7,367 New
PWM
231
Perigon Wealth Management
California
$209K +$209K +7,202 New
GRP
232
Global Retirement Partners
California
$202K +$9.55K +329 +5%
RWPA
233
Richard W. Paul & Associates
Michigan
$199K +$199K +6,860 New
FCA
234
Fortis Capital Advisors
Kansas
$195K +$195K +6,704 New
GFPC
235
Global Financial Private Client
Florida
$172K +$48.9K +1,686 +40%
LFA
236
LGT Financial Advisors
Texas
$163K +$163K +5,616 New
IGWM
237
ICA Group Wealth Management
Colorado
$161K +$161K +5,561 New
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$140K +$51.3K +1,768 +58%
PTC
239
Private Trust Company
Ohio
$130K -$242K -8,334 -65%
SWM
240
Spire Wealth Management
Virginia
$123K +$43.2K +1,489 +54%
CFB
241
Cullen/Frost Bankers
Texas
$123K -$5.43K -187 -4%
CIAS
242
Capital Investment Advisory Services
North Carolina
$107K -$2.06K -71 -2%
ETC
243
Exchange Traded Concepts
Oklahoma
$105K +$105K +3,602 New
FAM
244
Family Asset Management
South Carolina
$81.5K +$81.5K +2,807 New
Simplex Trading
245
Simplex Trading
Illinois
$77K +$77K +2,677 New
CS
246
Comerica Securities
Michigan
$76.2K +$76.2K +2,624 New
PFBT
247
Parkside Financial Bank & Trust
Missouri
$71.2K – – –
TWC
248
TD Waterhouse Canada
Ontario, Canada
$64K +$64K +2,168 New
VCM
249
Versant Capital Management
Arizona
$59.5K +$12.6K +433 +27%
BA
250
Ballast Advisors
Minnesota
$55.2K – – –
8 9
10
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