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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

334 hedge funds and large institutions have $6.63B invested in SPDR Portfolio Long Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 152 increasing their positions, 100 reducing their positions, and 55 closing their positions.

Holders
334
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.33%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
59
Increased
152
Reduced
100
Closed
55
Calls
$356K
Puts
$2.13M
Net Calls
-$1.78M
Net Calls Change
-$1.19M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$308M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$180M
3
Goldman Sachs
3
Goldman Sachs
New York
$112M
4
State Street
4
State Street
Massachusetts
$1.15B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$77.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$145M
2
Jane Street
2
Jane Street
New York
$10.9M
3
GAG
3
GM Advisory Group
New York
$8.45M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$817K
5
FTB
5
First Trust Bank
Bahamas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
26
Flagship Harbor Advisors
Massachusetts
$28M 1,071,525 +1,046,088 +4,112%
GVAG
27
Great Valley Advisor Group
Delaware
$25.7M 981,680 +981,680 New
SWIG
28
Strategic Wealth Investment Group
Kentucky
$24M 919,357 +40,296 +5%
OBWP
29
O'Brien Wealth Partners
Massachusetts
$23.4M 893,258 +363,763 +69%
Charles Schwab
30
Charles Schwab
California
$22.3M 853,398 +7,481 +0.9%
STA
31
Summit Trail Advisors
New York
$22.3M 852,363 +41,965 +5%
WP
32
WealthSource Partners
California
$22M 842,841 +726,054 +622%
DF
33
Donoghue Forlines
Massachusetts
$20.8M 797,025 +797,025 New
AFA
34
AllGen Financial Advisors
Florida
$20.7M 793,443 +322,295 +68%
Wells Fargo
35
Wells Fargo
California
$20.3M 776,256 +290,710 +60%
Ameriprise
36
Ameriprise
Minnesota
$19.8M 755,971 +194,528 +35%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$19.4M 739,965 +169,980 +30%
Citigroup
38
Citigroup
New York
$18.1M 690,567 – –
MC
39
McMorgan & Co
California
$15.5M 593,101 +21,017 +4%
CA
40
CoreCap Advisors
Michigan
$15.4M 587,832 +335,749 +133%
IWC
41
Integrated Wealth Concepts
Massachusetts
$15M 575,261 +25,328 +5%
GAG
42
Goodman Advisory Group
Massachusetts
$14.7M 563,876 +249,772 +80%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$13M 495,317 +385,403 +351%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$12.9M 492,271 +21,536 +5%
ML
45
McAdam LLC
Pennsylvania
$12.5M 479,687 +35,960 +8%
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$12.5M 476,559 +476,559 New
FAG
47
Financial Advisory Group
Texas
$12.5M 476,180 +2,808 +0.6%
LMIM
48
Lockheed Martin Investment Management
Maryland
$12.4M 473,700 -325,500 -41%
AT
49
Arden Trust
Delaware
$12.4M 473,682 +473,682 New
AWE
50
Avidian Wealth Enterprises
Texas
$11.3M 432,748 +28,076 +7%
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