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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

254 hedge funds and large institutions have $4.61B invested in SPDR Portfolio Long Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 107 increasing their positions, 57 reducing their positions, and 26 closing their positions.

Holders
254
Holders Change
+34
Holders Change %
+15.45%
% of All Funds
3.92%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
64
Increased
107
Reduced
57
Closed
26
Calls
–
Puts
$637K
Net Calls
-$637K
Net Calls Change
-$856K

Top Buyers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$390M
2
State Street
2
State Street
Massachusetts
$853M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$952M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$867M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$68.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$32M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
TA
3
Tectonic Advisors
Texas
$9K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.7M
5
FF
5
Friedenthal Financial
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$952M 22,595,384 +1,925,248 +9%
Financial Engines Advisors
2
Financial Engines Advisors
California
$867M 20,563,071 +1,803,036 +10%
State Street
3
State Street
Massachusetts
$853M 20,231,561 +2,402,317 +13%
NSLI
4
Nan Shan Life Insurance
Taiwan
$390M 9,256,900 +4,958,900 +115%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$140M 3,331,218 +279,271 +9%
LPL Financial
6
LPL Financial
California
$98.2M 2,329,387 +401,325 +21%
Bank of America
7
Bank of America
North Carolina
$88.3M 2,094,313 +238,219 +13%
UBS Group
8
UBS Group
Switzerland
$81.6M 1,936,339 +113,921 +6%
Jane Street
9
Jane Street
New York
$81.5M 1,933,572 +668,505 +53%
Osaic Holdings
10
Osaic Holdings
Arizona
$76.5M 1,815,034 +271,495 +18%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$68.9M 1,634,105 +1,587,077 +3,375%
SWIG
12
Strategic Wealth Investment Group
Kentucky
$59.5M 1,411,264 +212,344 +18%
Stifel Financial
13
Stifel Financial
Missouri
$51.1M 1,212,134 +31,766 +3%
CWM
14
Comprehensive Wealth Management
Washington
$46.2M 1,096,694 +715,905 +188%
Morgan Stanley
15
Morgan Stanley
New York
$32M 758,893 -2,615,004 -78%
HI
16
Horizon Investments
North Carolina
$28.3M 670,573 +670,573 New
IDA
17
Intelligence Driven Advisers
California
$27.5M 678,987 +17,776 +3%
SKK
18
Shepherd Kaplan Krochuk
Massachusetts
$26.1M 619,260 +102,959 +20%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$25.2M 597,356 +130,400 +28%
TCM
20
Tradewinds Capital Management
Washington
$22.3M 529,194 -127,459 -19%
AssetMark Inc
21
AssetMark Inc
California
$21.6M 512,323 +159,166 +45%
FHA
22
Flagship Harbor Advisors
Massachusetts
$21.4M 508,122 +29,839 +6%
BCM
23
Brookstone Capital Management
Illinois
$19.9M 490,864 +277,083 +130%
LMIM
24
Lockheed Martin Investment Management
Maryland
$19.8M 470,000 -30,000 -6%
PI
25
PFS Investments
Georgia
$17.8M 421,727 +421,727 New
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