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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 %
IDA
326
Intelligence Driven Advisers
California
– -$357K -11,703 Closed
BOSSRA
327
B.O.S.S. Retirement Advisors
Utah
– -$324K -11,154 Closed
CIA
328
Capital Investment Advisors
Georgia
– -$321K -11,070 Closed
MOS
329
MGO One Seven
Ohio
– -$301K -10,384 Closed
CSIA
330
Charles Schwab Investment Advisory
California
– -$266K -9,168 Closed
LFA
331
LifeGuide Financial Advisors
Pennsylvania
– -$262K -9,033 Closed
VBFP
332
Valtinson Bruner Financial Planning
Minnesota
– -$280K -8,892 Closed
FFS
333
Founders Financial Securities
Maryland
– -$251K -8,656 Closed
CAAS
334
Capital Asset Advisory Services
Michigan
– -$248K -8,538 Closed
AA
335
Advisory Alpha
Michigan
– -$224K -7,702 Closed
LFA
336
LGT Financial Advisors
Texas
– -$163K -5,616 Closed
CS
337
Comerica Securities
Michigan
– -$76.2K -2,624 Closed
PFBT
338
Parkside Financial Bank & Trust
Missouri
– -$71.2K -2,452 Closed
AWM
339
Accurate Wealth Management
Florida
– -$51.7K -1,709 Closed
USCWA
340
U.S. Capital Wealth Advisors
Texas
– -$29.5K -1,016 Closed
RIA
341
Realta Investment Advisors
Delaware
– -$27.8K -957 Closed
BlackRock
342
BlackRock
New York
– -$23.5K -811 Closed
BHWM
343
Bay Harbor Wealth Management
Maryland
– -$23K -787 Closed
EE
344
EWG Elevate
California
– -$8.33K -287 Closed
MFT
345
Moisand Fitzgerald Tamayo
Florida
– -$6.62K -228 Closed
PIMG
346
Patriot Investment Management Group
Tennessee
– -$5.73K -185 Closed
LS
347
Leelyn Smith
Illinois
– -$2.82K -97 Closed
BA
348
Bellwether Advisors
Nebraska
– -$2.7K -93 Closed
TA
349
Tectonic Advisors
Texas
– -$2.41K -83 Closed
DWP
350
Destiny Wealth Partners
Florida
– -$2.06K -71 Closed
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14
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