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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

307 hedge funds and large institutions have $6.09B invested in SPDR Portfolio Long Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 126 increasing their positions, 103 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
–
Holders Change %
0%
% of All Funds
4.91%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.34%
New
53
Increased
126
Reduced
103
Closed
46
Calls
$1.21M
Puts
$287K
Net Calls
+$923K
Net Calls Change
+$754K

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.21B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$697M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$890M
4
LPL Financial
4
LPL Financial
California
$229M
5
HPC
5
Hobart Private Capital
North Carolina
$45.1M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.01B
2
MCC
2
Money Concepts Capital
Florida
$1.62M
3
LMIM
3
Lockheed Martin Investment Management
Maryland
$12.7M
4
Bank of America
4
Bank of America
North Carolina
$66.5M
5
Jane Street
5
Jane Street
New York
$7.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
226
Tranquilli Financial Advisor
New Jersey
$283K -$55.5K -1,798 -16%
CI
227
CX Institutional
Indiana
$281K +$281K +9,066 New
CSPIA
228
Cary Street Partners Investment Advisory
Virginia
$254K +$244K +7,902 +2,395%
HI
229
Harbour Investments
Wisconsin
$240K -$7.32K -237 -3%
BWP
230
Balboa Wealth Partners
Arizona
$235K -$53.4K -1,729 -18%
FW
231
FirstPurpose Wealth
Utah
$231K +$231K +7,482 New
SIA
232
Strategic Investment Advisors
Michigan
$228K -$54.2K -1,756 -19%
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$226K +$77.1K +2,498 +52%
CFO
234
CVA Family Office
Colorado
$223K +$223K +7,211 New
WFAG
235
Worth Financial Advisory Group
North Carolina
$218K +$218K +7,064 New
HA
236
Hofer & Associates
California
$217K – – –
AWM
237
Atticus Wealth Management
Florida
$215K +$215K +6,973 New
RJT
238
Raymond James Trust
Florida
$210K -$77.6K -2,519 -27%
ATPW
239
Ashton Thomas Private Wealth
Arizona
$209K -$87.8K -2,843 -30%
SHJ
240
Sharkey, Howes & Javer
Colorado
$201K +$201K +6,520 New
RWPA
241
Richard W. Paul & Associates
Michigan
$180K -$32K -1,036 -15%
TF
242
TimeScale Financial
Massachusetts
$178K +$178K +5,752 New
AWA
243
Alaska Wealth Advisors
Alaska
$151K +$151K +4,890 New
SWM
244
Spire Wealth Management
Virginia
$143K +$12.2K +396 +9%
ETC
245
Exchange Traded Concepts
Oklahoma
$133K +$22K +713 +20%
BAM
246
Belpointe Asset Management
Nevada
$127K -$234K -7,582 -65%
Simplex Trading
247
Simplex Trading
Illinois
$122K +$39.8K +1,298 +48%
GWM
248
GSB Wealth Management
Connecticut
$117K +$117K +4,044 New
CIAS
249
Capital Investment Advisory Services
North Carolina
$115K +$309 +10 +0.3%
GFPC
250
Global Financial Private Client
Florida
$96.9K -$86.7K -2,801 -47%
8 9
10
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