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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 %
PWG
126
Portside Wealth Group
Utah
$2.21M 73,830 +73,830 New
Lido Advisors
127
Lido Advisors
California
$2.18M 72,966 +15,357 +27%
CWG
128
Cornerstone Wealth Group
North Carolina
$2.18M 72,771 +2,865 +4%
CA
129
Cetera Advisors
Colorado
$2.1M 70,322 +652 +0.9%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$2.01M 67,103 +10,404 +18%
RJA
131
Raymond James & Associates
Florida
$2M 66,949 +9,926 +17%
GG
132
GenWealth Group
New Jersey
$1.9M 63,419 +10,246 +19%
CBFP
133
Cedar Brook Financial Partners
Ohio
$1.89M 63,263 +1,448 +2%
GLA
134
Good Life Advisors
Pennsylvania
$1.89M 63,207 +10,829 +21%
BCM
135
Brookstone Capital Management
Illinois
$1.88M 65,286 -5,037 -7%
SMG
136
Smart Money Group
Texas
$1.86M 62,085 +62,085 New
MERSOM
137
Municipal Employees' Retirement System of Michigan
Michigan
$1.71M 57,326 -26,055 -31%
KW
138
KWB Wealth
California
$1.66M 55,606 -35,198 -39%
BCM
139
Boltwood Capital Management
California
$1.64M 54,825 +7,050 +15%
PA
140
Parallel Advisors
California
$1.6M 53,677 +21,739 +68%
CWMGP
141
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.56M 52,233 +52,233 New
JF
142
Jump Financial
Illinois
$1.55M 51,731 -61,700 -54%
IA
143
IFG Advisory
Georgia
$1.49M 49,763 +49,763 New
JCM
144
Jacobi Capital Management
Pennsylvania
$1.49M 49,674 +3,193 +7%
FPW
145
Flagship Private Wealth
Massachusetts
$1.46M 48,955 +35,226 +257%
GM
146
GeoWealth Management
Illinois
$1.46M 48,825 -5,267 -10%
JPMorgan Chase & Co
147
JPMorgan Chase & Co
New York
$1.41M 47,308 +3,627 +8%
AAS
148
Avantax Advisory Services
Texas
$1.37M 45,916 -948 -2%
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$1.34M 44,940 +44,940 New
BCP
150
Blue Chip Partners
Michigan
$1.34M 44,732 +230 +0.5%
4 5
6
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