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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 %
LAS
126
Lloyd Advisory Services
Georgia
$1.38M -$89.8K -3,091 -6%
CST
127
Charles Schwab Trust
Nevada
$1.34M +$309K +10,658 +30%
EWA
128
EP Wealth Advisors
California
$1.34M +$1.34M +46,262 New
JPMorgan Chase & Co
129
JPMorgan Chase & Co
New York
$1.32M +$508K +17,510 +63%
BWM
130
Baystate Wealth Management
Massachusetts
$1.3M -$716K -24,657 -36%
BCP
131
Blue Chip Partners
Michigan
$1.29M +$1.29M +44,353 New
SFS
132
Sowell Financial Services
Arkansas
$1.25M +$504K +17,352 +67%
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$1.25M +$552K +19,008 +79%
RTL
134
Red Tortoise LLC
Georgia
$1.25M +$1.25M +42,936 New
AG
135
Ascent Group
Virginia
$1.23M +$158K +5,444 +15%
IA
136
IFP Advisors
Florida
$1.22M +$129K +3,718 +12%
BCM
137
Boltwood Capital Management
California
$1.21M +$436K +15,025 +57%
FFG
138
Ford Financial Group
California
$1.16M +$56.2K +1,937 +5%
MA
139
Mutual Advisors
Nebraska
$1.15M -$7.4K -255 -0.6%
STA
140
Summit Trail Advisors
New York
$1.11M +$1.11M +38,333 New
UWM
141
USAdvisors Wealth Management
Minnesota
$1.11M +$12K +415 +1%
ICMP
142
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.11M +$8.01K +276 +0.7%
MPW
143
MGO Private Wealth
California
$1.1M +$665K +22,923 +155%
HW
144
Hedeker Wealth
Illinois
$1.09M +$380K +13,086 +53%
SWM
145
SeaCrest Wealth Management
New York
$1.09M -$33.7K -1,162 -3%
PA
146
PFG Advisors
Arizona
$1.08M -$18.5K -637 -2%
RVM
147
Robinson Value Management
Texas
$1.07M -$1.8M -62,018 -63%
AWM
148
Axxcess Wealth Management
California
$1.06M -$158K -5,444 -13%
CGFA
149
Colton Groome Financial Advisors
North Carolina
$1.04M -$192K -6,626 -16%
JCM
150
Jacobi Capital Management
Pennsylvania
$1.02M -$225K -7,746 -18%
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6
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