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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

333 hedge funds and large institutions have $6.49B invested in SPDR Portfolio Long Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 145 increasing their positions, 95 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+26
Holders Change %
+8.47%
% of All Funds
5.25%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
60
Increased
145
Reduced
95
Closed
34
Calls
$475K
Puts
$1.06M
Net Calls
-$586K
Net Calls Change
-$1.51M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$232M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$930M
3
State Street
3
State Street
Massachusetts
$1.23B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$728M
5
Jane Street
5
Jane Street
New York
$56.9M

Top Sellers

1
HPC
1
Hobart Private Capital
North Carolina
$2.55M
2
TI
2
Tidal Investments
Wisconsin
$0
3
NHFG
3
New Harbor Financial Group
Massachusetts
$617K
4
AA
4
ACT Advisors
North Carolina
$0
5
TCM
5
Tradewinds Capital Management
Washington
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
226
Intrua Financial
Texas
$381K -$514K -17,176 -57%
LMKC
227
L.M. Kohn & Company
Ohio
$376K +$376K +12,565 New
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$375K +$156K +5,215 +71%
PFGIA
229
Patriot Financial Group Insurance Agency
Massachusetts
$372K -$6.07K -203 -2%
SHJ
230
Sharkey, Howes & Javer
Colorado
$365K +$170K +5,672 +87%
Mercer Global Advisors
231
Mercer Global Advisors
Colorado
$357K +$42.7K +1,427 +14%
1WM
232
1900 Wealth Management
Texas
$348K -$143K -4,784 -29%
KFG
233
Kingdom Financial Group
Arizona
$339K +$339K +11,336 New
CAG
234
Csenge Advisory Group
Florida
$338K -$15.2K -507 -4%
FAIM
235
Financial Advocates Investment Management
Washington
$337K -$1.03M -34,480 -75%
WCFA
236
Walkner Condon Financial Advisors
Wisconsin
$329K +$6.16K +206 +2%
TFA
237
Tranquilli Financial Advisor
New Jersey
$325K +$50.8K +1,698 +19%
CA
238
Calton & Associates
Florida
$316K +$32.1K +1,074 +11%
KFS
239
Kelly Financial Services
Massachusetts
$313K -$115K -3,843 -27%
GWM
240
Geneos Wealth Management
Colorado
$312K -$30.8K -1,030 -9%
AT
241
American Trust
Kentucky
$309K – – –
LA
242
Lifeworks Advisors
Michigan
$308K -$1.25M -41,690 -80%
WAG
243
Wallace Advisory Group
California
$291K – – –
CCG
244
Capital CS Group
California
$279K +$279K +9,337 New
PGF
245
Plan Group Financial
Oklahoma
$259K +$259K +8,676 New
WF
246
Wayfinding Financial
Washington
$249K +$249K +8,580 New
PFG
247
PAX Financial Group
Texas
$246K +$246K +8,213 New
AF
248
Allworth Financial
California
$245K -$42.1K -1,409 -15%
Betterment LLC
249
Betterment LLC
New York
$244K -$7.13M -238,882 -97%
RWA
250
Rooted Wealth Advisors
Illinois
$234K -$1.75M -59,763 -88%
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10
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