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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 %
KFS
201
Kelly Financial Services
Massachusetts
$442K -$54.1K -1,751 -11%
PTC
202
Private Trust Company
Ohio
$431K +$293K +9,481 +212%
FPW
203
Flagship Private Wealth
Massachusetts
$424K +$424K +13,729 New
OMC
204
Old Mission Capital
Illinois
$414K +$414K +13,398 New
LA
205
Latitude Advisors
Florida
$412K +$412K +13,349 New
DSN
206
D. Scott Neal
Kentucky
$410K +$410K +13,270 New
NFP
207
Narus Financial Partners
Utah
$397K +$44.7K +1,446 +13%
BTWM
208
Baker Tilly Wealth Management
Wisconsin
$392K +$131K +4,253 +50%
PFGIA
209
Patriot Financial Group Insurance Agency
Massachusetts
$391K +$25.7K +832 +7%
FFA
210
Farther Finance Advisors
California
$389K +$118K +3,835 +44%
NA
211
NewEdge Advisors
Louisiana
$388K -$29.6K -957 -7%
PWM
212
Perigon Wealth Management
California
$379K +$157K +5,077 +70%
CAG
213
Csenge Advisory Group
Florida
$365K -$52.6K -1,702 -13%
GWM
214
Geneos Wealth Management
Colorado
$354K +$314K +10,153 +769%
OWA
215
Outlook Wealth Advisors
Texas
$334K +$334K +10,832 New
WCFA
216
Walkner Condon Financial Advisors
Wisconsin
$334K -$21.4K -694 -6%
LNC
217
Lincoln National Corp
Pennsylvania
$329K +$18.7K +605 +6%
Mercer Global Advisors
218
Mercer Global Advisors
Colorado
$324K -$223K -7,239 -41%
MSFS
219
Main Street Financial Solutions
Pennsylvania
$312K – – –
AT
220
American Trust
Kentucky
$309K +$62.5K +2,058 +25%
SW
221
Simplicity Wealth
New Jersey
$303K +$303K +9,819 New
AF
222
Allworth Financial
California
$296K -$153K -4,944 -34%
CA
223
Calton & Associates
Florida
$293K -$18.4K -597 -6%
WAG
224
Wallace Advisory Group
California
$291K -$4.05K -131 -1%
GRP
225
Global Retirement Partners
California
$287K +$71.2K +2,303 +33%
7 8
9
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