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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 %
AWM
301
Aspire Wealth Management
Massachusetts
$468 -$967 -31 -67%
National Bank of Canada
302
National Bank of Canada
Quebec, Canada
$370 +$370 +12 New
WPWM
303
Western Pacific Wealth Management
Illinois
$308 +$308 +10 New
CT
304
Cambridge Trust
Massachusetts
$278 – – –
HS
305
Horan Securities
United States
$248 +$248 +8 New
HCP
306
Hexagon Capital Partners
Arkansas
$62 – – –
HPC
307
HM Payson & Co
Maine
$47 +$47 +1 New
FTS
308
Fifth Third Securities
Ohio
– -$13.2M -455,356 Closed
SCI
309
Stableford Capital II
Arizona
– -$8.53M -277,884 Closed
CSPAM
310
Cary Street Partners Asset Management
Virginia
– -$7.9M -272,082 Closed
BCM
311
Basswood Capital Management
New York
– -$7.14M -246,080 Closed
BMCM
312
Burns Matteson Capital Management
New York
– -$3.17M -109,028 Closed
PFA
313
Petra Financial Advisors
Colorado
– -$2.26M -77,799 Closed
Koshinski Asset Management
314
Koshinski Asset Management
Illinois
– -$1.38M -47,515 Closed
EWA
315
EP Wealth Advisors
California
– -$1.34M -46,262 Closed
FFG
316
Ford Financial Group
California
– -$1.16M -40,128 Closed
MPW
317
MGO Private Wealth
California
– -$1.1M -37,751 Closed
Prudential Financial
318
Prudential Financial
New Jersey
– -$919K -31,644 Closed
CP
319
Capital Planning
Washington
– -$819K -28,197 Closed
XS
320
XR Securities
Illinois
– -$772K -26,581 Closed
SAG
321
SageView Advisory Group
California
– -$579K -19,954 Closed
PPP
322
Private Portfolio Partners
New Jersey
– -$545K -18,763 Closed
OC
323
Oppenheimer & Co
New York
– -$454K -15,646 Closed
CAS
324
Coppell Advisory Solutions
Texas
– -$418K -14,403 Closed
CASC
325
Coppell Advisory Solutions Corp
Texas
– -$418K -14,403 Closed
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13
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