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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 %
WCFA
201
Walkner Condon Financial Advisors
Wisconsin
$334K -$80.8K -2,782 -19%
NFP
202
Narus Financial Partners
Utah
$331K -$84.5K -2,911 -20%
KPWS
203
Kestra Private Wealth Services
Texas
$325K -$231K -7,959 -42%
BOSSRA
204
B.O.S.S. Retirement Advisors
Utah
$324K +$324K +11,154 New
CIA
205
Capital Investment Advisors
Georgia
$321K +$321K +11,070 New
TFA
206
Tranquilli Financial Advisor
New Jersey
$319K -$20.2K -696 -6%
MOS
207
MGO One Seven
Ohio
$301K +$1.57K +54 +0.5%
HWMA
208
Heritage Wealth Management (Arizona)
Arizona
$297K +$111K +3,815 +59%
MSFS
209
Main Street Financial Solutions
Pennsylvania
$293K -$667 -23 -0.2%
CA
210
Calton & Associates
Florida
$293K -$90.8K -3,127 -24%
LNC
211
Lincoln National Corp
Pennsylvania
$292K +$78.2K +2,692 +37%
VBFP
212
Valtinson Bruner Financial Planning
Minnesota
$280K -$58.9K -1,870 -17%
ATPW
213
Ashton Thomas Private Wealth
Arizona
$279K -$2.15K -74 -0.8%
WAG
214
Wallace Advisory Group
California
$277K +$277K +9,543 New
BWP
215
Balboa Wealth Partners
Arizona
$272K +$53.7K +1,849 +25%
RJT
216
Raymond James Trust
Florida
$271K +$271K +9,334 New
CSIA
217
Charles Schwab Investment Advisory
California
$266K +$266K +9,168 New
SIA
218
Strategic Investment Advisors
Michigan
$265K -$1.63K -56 -0.6%
LFA
219
LifeGuide Financial Advisors
Pennsylvania
$262K +$262K +9,033 New
FFA
220
Farther Finance Advisors
California
$254K +$254K +8,766 New
FFS
221
Founders Financial Securities
Maryland
$251K -$38.6K -1,329 -13%
CAAS
222
Capital Asset Advisory Services
Michigan
$248K +$248K +8,538 New
BTWM
223
Baker Tilly Wealth Management
Wisconsin
$245K +$245K +8,426 New
AT
224
American Trust
Kentucky
$236K +$236K +8,115 New
HI
225
Harbour Investments
Wisconsin
$232K +$27.3K +941 +13%
7 8
9
10 11