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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 %
FPWM
176
FSB Premier Wealth Management
Iowa
$713K +$28.7K +928 +4%
CG
177
Clifford Group
Massachusetts
$694K +$694K +22,464 New
SA
178
Strategic Advisors
New York
$691K -$1.86M -60,111 -73%
IWM
179
IHT Wealth Management
Illinois
$686K +$93.4K +3,023 +16%
JSL
180
JT Stratford LLC
Georgia
$678K -$5.84K -189 -0.9%
VPP
181
Vertex Planning Partners
Illinois
$677K +$223K +7,207 +49%
DLHL
182
Donald L. Hagan LLC
Florida
$673K +$210K +6,795 +45%
EIA
183
Eldridge Investment Advisors
New Hampshire
$664K +$664K +21,500 New
FHA
184
Flagship Harbor Advisors
Massachusetts
$631K -$6.29M -203,624 -91%
CF
185
Centaurus Financial
California
$626K +$626K +20,282 New
AWA
186
Arete Wealth Advisors
Illinois
$612K +$184K +5,958 +43%
AWAU
187
Alliance Wealth Advisors (Utah)
Utah
$593K -$10.2K -331 -2%
MML Investors Services
188
MML Investors Services
Massachusetts
$584K +$123K +3,987 +27%
KAS
189
Kestra Advisory Services
Texas
$526K -$2.37M -76,803 -82%
ICM
190
Islay Capital Management
Texas
$522K -$1.34M -43,314 -72%
IMC Chicago
191
IMC Chicago
Illinois
$520K +$520K +16,829 New
BTI
192
Blue Trust Inc
Georgia
$511K +$510K +17,577 +73,238%
IA
193
IFP Advisors
Florida
$511K -$708K -20,458 -58%
CP
194
Castleview Partners
Texas
$504K +$8K +259 +2%
LEFP
195
Leading Edge Financial Planning
Tennessee
$488K +$432 +14 +0.1%
1WM
196
1900 Wealth Management
Texas
$476K – – –
WWG
197
West Wealth Group
California
$476K +$476K +15,409 New
TIM
198
Tevis Investment Management
Texas
$470K +$48K +1,554 +11%
MA
199
MONECO Advisors
Connecticut
$450K +$8.62K +279 +2%
RBFC
200
Roman Butler Fullerton & Co
Missouri
$448K +$223K +7,187 +100%
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8
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