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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 %
SGI
126
Summit Global Investments
Utah
$1.89M -$2.74M -88,728 -59%
Lido Advisors
127
Lido Advisors
California
$1.78M -$29.8K -966 -2%
RJA
128
Raymond James & Associates
Florida
$1.76M -$749K -24,258 -30%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$1.75M +$269K +8,709 +18%
LJAC
130
L.J. Altfest & Co
New York
$1.73M -$711K -23,025 -29%
SWM
131
Scissortail Wealth Management
Oklahoma
$1.7M -$30.9K -1,002 -2%
GM
132
GeoWealth Management
Illinois
$1.67M -$110K -3,568 -6%
GG
133
GenWealth Group
New Jersey
$1.64M -$592K -19,178 -27%
GLA
134
Good Life Advisors
Pennsylvania
$1.62M +$56.8K +1,839 +4%
MCC
135
Money Concepts Capital
Florida
$1.62M -$18.3M -245,081 -92%
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$1.62M +$1.12M +36,376 +228%
LA
137
Lifeworks Advisors
Michigan
$1.61M -$127K -4,109 -7%
BCM
138
Boltwood Capital Management
California
$1.48M +$191K +6,200 +15%
AAS
139
Avantax Advisory Services
Texas
$1.45M -$171K -5,534 -11%
JCM
140
Jacobi Capital Management
Pennsylvania
$1.44M +$347K +11,238 +32%
FAIM
141
Financial Advocates Investment Management
Washington
$1.41M +$1.17M +37,979 +488%
BCP
142
Blue Chip Partners
Michigan
$1.37M +$4.6K +149 +0.3%
Renaissance Technologies
143
Renaissance Technologies
New York
$1.37M +$1M +32,400 +268%
FNC
144
First National Corp
Massachusetts
$1.36M -$754K -24,428 -36%
PIA
145
Perennial Investment Advisors
California
$1.35M +$1.35M +43,785 New
JPMorgan Chase & Co
146
JPMorgan Chase & Co
New York
$1.35M -$53.2K -1,722 -4%
RTL
147
Red Tortoise LLC
Georgia
$1.33M +$2.63K +85 +0.2%
JCM
148
J2 Capital Management
Michigan
$1.32M +$724K +23,449 +122%
MA
149
Mutual Advisors
Nebraska
$1.21M -$14.9K -483 -1%
AI
150
Atria Investments
North Carolina
$1.17M +$1.17M +37,939 New
4 5
6
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