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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 %
AWM
251
Accurate Wealth Management
Florida
$51.7K +$51.7K +1,709 New
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$44K +$13.4K +464 +44%
US Bancorp
253
US Bancorp
Minnesota
$43.1K +$41.1K +1,414 +1,964%
EWA
254
EverSource Wealth Advisors
Alabama
$39.4K +$39.4K +1,358 New
GWM
255
Geneos Wealth Management
Colorado
$38.3K +$668 +23 +2%
NA
256
NewEdge Advisors
Louisiana
$37.1K -$585 -213 -2%
S
257
SignatureFD
Georgia
$35.7K – – –
USCWA
258
U.S. Capital Wealth Advisors
Texas
$29.5K +$29.5K +1,016 New
CFD
259
Creative Financial Designs
Indiana
$29.2K +$7.35K +253 +34%
RIA
260
Realta Investment Advisors
Delaware
$27.8K +$3.08K +106 +12%
AF
261
Advisornet Financial
Minnesota
$27.3K -$1.34K -46 -5%
BlackRock
262
BlackRock
New York
$23.5K – – –
BHWM
263
Bay Harbor Wealth Management
Maryland
$23K -$10.3K -354 -31%
AWM
264
Accel Wealth Management
Iowa
$20.2K – – –
PAG
265
Private Advisor Group
New Jersey
$19.2K +$4.01K +138,191 +26%
ASN
266
Advisory Services Network
Georgia
$18.6K -$388K -13,363 -95%
SPIA
267
Steward Partners Investment Advisory
New York
$16.8K +$4.33K +149 +35%
LFG
268
Larson Financial Group
Missouri
$14.9K +$14.9K +512 New
ACM
269
Antonetti Capital Management
Florida
$14.8K – – –
WWM
270
Wagner Wealth Management
South Carolina
$14.5K +$14.5K +499 New
SIC
271
Salem Investment Counselors
North Carolina
$13.1K – – –
CSPIA
272
Cary Street Partners Investment Advisory
Virginia
$9.58K +$9.58K +330 New
KM
273
Kalos Management
Georgia
$9.29K +$9.29K +320 New
MHR
274
Matthew Hamilton Rosenberg
$9.14K -$85.1K -2,933 -90%
HFS
275
Hantz Financial Services
Michigan
$9K +$8.73K +317 +3,170%
9 10
11
12 13