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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.

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 Market Value Shares Shares
Change 		Shares
Change %
LMIM
26
Lockheed Martin Investment Management
Maryland
$23.9M 799,200 +389,200 +95%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$22.8M 761,352 +148,412 +24%
OIA
28
OneDigital Investment Advisors
Kansas
$21.8M 729,765 -25,100 -3%
Citigroup
29
Citigroup
New York
$20.6M 690,567 +19,417 +3%
TCM
30
Tradewinds Capital Management
Washington
$18.6M 622,119 -338,015 -35%
FTB
31
First Trust Bank
Bahamas
$18.6M 622,000 – –
Truist Financial
32
Truist Financial
North Carolina
$18M 602,700 +99,882 +20%
MC
33
McMorgan & Co
California
$17.1M 572,084 -120,784 -17%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$17M 569,985 +5,636 +1%
LJAC
35
L.J. Altfest & Co
New York
$16.9M 565,154 +509,308 +912%
Ameriprise
36
Ameriprise
Minnesota
$16.8M 561,443 +100,315 +22%
IWC
37
Integrated Wealth Concepts
Massachusetts
$16.4M 549,933 -125 -0%
OBWP
38
O'Brien Wealth Partners
Massachusetts
$15.8M 529,495 +24,985 +5%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$14.7M 490,658 +153,661 +46%
Wells Fargo
40
Wells Fargo
California
$14.5M 485,546 +167,072 +52%
FAG
41
Financial Advisory Group
Texas
$14.2M 473,372 -22,792 -5%
AFA
42
AllGen Financial Advisors
Florida
$14.1M 471,148 +111,513 +31%
Mariner
43
Mariner
Kansas
$14.1M 470,727 +156,819 +50%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$14.1M 470,735 -84,164 -15%
ML
45
McAdam LLC
Pennsylvania
$13.3M 443,727 +131,932 +42%
AWE
46
Avidian Wealth Enterprises
Texas
$12.1M 404,672 +132,240 +49%
APA
47
Astoria Portfolio Advisors
New York
$12M 402,983 +169,997 +73%
IWM
48
IHT Wealth Management
Illinois
$11.9M 398,878 +376,674 +1,696%
FTUS
49
Flow Traders U.S.
New York
$11.7M 392,282 +392,282 New
CAN
50
Cetera Advisor Networks
California
$11M 368,521 -27,077 -7%
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