We are live on ! Find out more
SPTL icon

State Street SPDR Portfolio Long Term Treasury ETF

307 hedge funds and large institutions have $5.8B invested in State Street 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

117% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 35

45% more call options, than puts

Call options by funds: $546K | Put options by funds: $377K

21% more capital invested

Capital invested by funds: $4.79B → $5.8B (+$1.01B)

13% more funds holding

Funds holding: 272307 (+35)

7% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 108

3.83% less ownership

Funds ownership: 97.42%93.59% (-3.8%)

14% less funds holding in top 10

Funds holding in top 10: 2118 (-3)

Holders
307
Holders Change
+35
Holders Change %
+12.87%
% of All Funds
4.93%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.5B +$568M +19,411,205 +60%
State Street
2
State Street
Massachusetts
$794M +$31.4M +1,074,164 +4%
Financial Engines Advisors
3
Financial Engines Advisors
California
$772M +$77.3M +2,640,983 +11%
AWA
4
Arete Wealth Advisors
Illinois
$402M -$491K -16,785 -55%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$397M -$6.94M -237,108 -2%
NSLI
6
Nan Shan Life Insurance
Taiwan
$318M
LPL Financial
7
LPL Financial
California
$170M +$13M +444,157 +8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$131M +$27.1M +924,425 +26%
SF
9
Synovus Financial
Georgia
$99.7M -$1.45M -49,480 -1%
Bank of America
10
Bank of America
North Carolina
$75.4M -$9.32M -318,204 -11%
Morgan Stanley
11
Morgan Stanley
New York
$61.1M +$21.4M +730,054 +53%
TC
12
TownSquare Capital
Utah
$55.5M +$26M +888,217 +87%
UBS Group
13
UBS Group
Switzerland
$51.5M -$4.88M -166,586 -9%
Stifel Financial
14
Stifel Financial
Missouri
$46.6M -$39.6K -1,353 -0.1%
AssetMark Inc
15
AssetMark Inc
California
$46.4M +$16.5M +562,897 +54%
Osaic Holdings
16
Osaic Holdings
Arizona
$44.1M +$527K +17,991 +1%
GAG
17
GM Advisory Group
New York
$40.6M +$4.88M +166,682 +14%
LMIM
18
Lockheed Martin Investment Management
Maryland
$26.9M
RA
19
RFG Advisory
Alabama
$26.8M +$24.4M +833,489 +2,411%
AWM
20
AE Wealth Management
Kansas
$25.6M -$11.4M -389,479 -31%
HI
21
Horizon Investments
North Carolina
$21.6M -$7.26M -248,034 -25%
SWIG
22
Strategic Wealth Investment Group
Kentucky
$20.7M -$10.3M -350,121 -35%
Jane Street
23
Jane Street
New York
$19.9M -$67.7M -2,312,382 -77%
MC
24
McMorgan & Co
California
$19.5M +$1.13M +38,669 +6%
FTB
25
First Trust Bank
Bahamas
$18.1M +$18.2M +622,000 New