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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.5B 51,587,308 +19,411,205 +60%
State Street
2
State Street
Massachusetts
$794M 27,337,974 +1,074,164 +4%
Financial Engines Advisors
3
Financial Engines Advisors
California
$772M 26,610,233 +2,640,983 +11%
AWA
4
Arete Wealth Advisors
Illinois
$402M 13,850 -16,785 -55%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$397M 13,674,778 -237,108 -2%
NSLI
6
Nan Shan Life Insurance
Taiwan
$318M 10,956,900 – –
LPL Financial
7
LPL Financial
California
$170M 5,872,723 +444,157 +8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$131M 4,514,391 +924,425 +26%
SF
9
Synovus Financial
Georgia
$99.7M 3,435,991 -49,480 -1%
Bank of America
10
Bank of America
North Carolina
$75.4M 2,597,877 -318,204 -11%
Morgan Stanley
11
Morgan Stanley
New York
$61.1M 2,103,381 +730,054 +53%
TC
12
TownSquare Capital
Utah
$55.5M 1,911,628 +888,217 +87%
UBS Group
13
UBS Group
Switzerland
$51.5M 1,773,977 -166,586 -9%
Stifel Financial
14
Stifel Financial
Missouri
$46.6M 1,605,435 -1,353 -0.1%
AssetMark Inc
15
AssetMark Inc
California
$46.4M 1,597,374 +562,897 +54%
Osaic Holdings
16
Osaic Holdings
Arizona
$44.1M 1,520,249 +17,991 +1%
GAG
17
GM Advisory Group
New York
$40.6M 1,398,982 +166,682 +14%
LMIM
18
Lockheed Martin Investment Management
Maryland
$26.9M 925,800 – –
RA
19
RFG Advisory
Alabama
$26.8M 868,056 +833,489 +2,411%
AWM
20
AE Wealth Management
Kansas
$25.6M 881,709 -389,479 -31%
HI
21
Horizon Investments
North Carolina
$21.6M 742,687 -248,034 -25%
SWIG
22
Strategic Wealth Investment Group
Kentucky
$20.7M 656,644 -350,121 -35%
Jane Street
23
Jane Street
New York
$19.9M 685,536 -2,312,382 -77%
MC
24
McMorgan & Co
California
$19.5M 670,290 +38,669 +6%
FTB
25
First Trust Bank
Bahamas
$18.1M 622,000 +622,000 New
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