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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

272 hedge funds and large institutions have $4.79B invested in SPDR Portfolio Long Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 91 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+10
Holders Change %
+3.82%
% of All Funds
4.7%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.36%
New
41
Increased
112
Reduced
91
Closed
28
Calls
$2.63M
Puts
$1.29M
Net Calls
+$1.35M
Net Calls Change
+$1.25M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$412M
2
Bank of America
2
Bank of America
North Carolina
$86.4M
3
LPL Financial
3
LPL Financial
California
$161M
4
TC
4
TownSquare Capital
Utah
$30.3M
5
EF
5
Empowered Funds
Pennsylvania
$28.8M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$954M
2
Jane Street
2
Jane Street
New York
$88.9M
3
State Street
3
State Street
Massachusetts
$778M
4
WI
4
WBI Investments
New Jersey
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
201
Ausdal Financial Partners
Iowa
$217K +$178 +6 +0.1%
Creative Planning
202
Creative Planning
Kansas
$211K -$232K -7,853 -52%
SC
203
Scotia Capital
Ontario, Canada
$207K +$207K +6,994 New
SFM
204
Signet Financial Management
New Jersey
$203K -$2.4K -81 -1%
HWMA
205
Heritage Wealth Management (Arizona)
Arizona
$190K -$51.4K -1,736 -21%
GRP
206
Global Retirement Partners
California
$186K -$590K -21,063 -76%
SBL
207
Sargent Bickham Lagudis
Colorado
$179K +$160K +5,416 +853%
TCM
208
Tradewinds Capital Management
Washington
$163K -$11.3K -381 -6%
CFB
209
Cullen/Frost Bankers
Texas
$131K +$5.56K +187 +4%
GFPC
210
Global Financial Private Client
Florida
$128K +$73K +2,430 +134%
CIAS
211
Capital Investment Advisory Services
North Carolina
$112K +$921 +31 +0.8%
SAM
212
Strategic Asset Management
Minnesota
$112K +$36.4K +1,230 +48%
MHR
213
Matthew Hamilton Rosenberg
$96K – – –
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$91K +$70.2K +2,358 +338%
SWM
215
Spire Wealth Management
Virginia
$81K +$51.2K +1,736 +172%
PFBT
216
Parkside Financial Bank & Trust
Missouri
$73K +$1.46K +49 +2%
APA
217
American Portfolios Advisors
New York
$70.6K -$430K -14,493 -86%
BA
218
Ballast Advisors
Minnesota
$56K – – –
VCM
219
Versant Capital Management
Arizona
$48K -$1.63K -55 -3%
ACM
220
Absolute Capital Management
Pennsylvania
$41.1K +$41.1K +1,377 New
GWM
221
Geneos Wealth Management
Colorado
$38K – – –
S
222
SignatureFD
Georgia
$36K -$1.17K -40 -3%
BHWM
223
Bay Harbor Wealth Management
Maryland
$34K -$6.79K -228 -17%
SIS
224
Sound Income Strategies
Florida
$34K +$34K +1,163 New
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$31K +$5.27K +179 +20%
7 8
9
10 11