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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 %
IWM
176
IHT Wealth Management
Illinois
$557K -$465K -16,019 -46%
PPP
177
Private Portfolio Partners
New Jersey
$545K +$11.2K +386 +2%
Mercer Global Advisors
178
Mercer Global Advisors
Colorado
$515K +$128K +4,398 +33%
BC
179
Burleson & Co
California
$514K +$514K +17,716 New
1WM
180
1900 Wealth Management
Texas
$476K -$901K -31,054 -65%
KFS
181
Kelly Financial Services
Massachusetts
$467K -$58.2K -2,005 -11%
CP
182
Castleview Partners
Texas
$466K -$28.7K -988 -6%
WAP
183
Wealthcare Advisory Partners
Pennsylvania
$463K +$43.8K +1,508 +10%
LEFP
184
Leading Edge Financial Planning
Tennessee
$458K +$458K +15,789 New
OC
185
Oppenheimer & Co
New York
$454K -$4.01M -138,054 -90%
DLHL
186
Donald L. Hagan LLC
Florida
$436K -$114K -3,927 -21%
MML Investors Services
187
MML Investors Services
Massachusetts
$433K +$72.4K +2,493 +20%
SBL
188
Sargent Bickham Lagudis
Colorado
$430K +$255K +8,777 +145%
VPP
189
Vertex Planning Partners
Illinois
$427K +$427K +14,711 New
AF
190
Allworth Financial
California
$422K -$713K -24,553 -63%
CAS
191
Coppell Advisory Solutions
Texas
$418K +$418K +14,403 New
CASC
192
Coppell Advisory Solutions Corp
Texas
$418K +$418K +14,403 New
MA
193
MONECO Advisors
Connecticut
$415K +$3.95K +136 +1%
TIM
194
Tevis Investment Management
Texas
$397K +$397K +13,667 New
CAG
195
Csenge Advisory Group
Florida
$392K -$39.7K -1,368 -9%
IDA
196
Intelligence Driven Advisers
California
$357K -$9.68M -316,876 -96%
Renaissance Technologies
197
Renaissance Technologies
New York
$351K -$3.11M -107,300 -90%
PFGIA
198
Patriot Financial Group Insurance Agency
Massachusetts
$343K -$7.43K -256 -2%
BAM
199
Belpointe Asset Management
Nevada
$339K +$96.1K +3,309 +39%
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$337K -$841K -28,257 -71%
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