SPTL icon

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.

Holders
307
Holders Change
–
Holders Change %
0%
% of All Funds
4.92%
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 Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$1.21B 39,036,711 +11,698,737 +43%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.01B 32,760,750 -18,826,558 -36%
Financial Engines Advisors
3
Financial Engines Advisors
California
$890M 28,830,018 +2,219,785 +8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$697M 22,582,554 +8,907,776 +65%
NSLI
5
Nan Shan Life Insurance
Taiwan
$338M 10,956,900 – –
LPL Financial
6
LPL Financial
California
$229M 7,402,269 +1,529,546 +26%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$138M 4,458,685 -55,706 -1%
SF
8
Synovus Financial
Georgia
$103M 3,326,092 -109,899 -3%
Morgan Stanley
9
Morgan Stanley
New York
$81.9M 2,650,997 +547,616 +26%
Bank of America
10
Bank of America
North Carolina
$66.5M 2,153,069 -444,808 -17%
TC
11
TownSquare Capital
Utah
$59.8M 1,937,491 +25,863 +1%
UBS Group
12
UBS Group
Switzerland
$57.1M 1,847,519 +73,542 +4%
Stifel Financial
13
Stifel Financial
Missouri
$52.3M 1,693,939 +88,504 +6%
GAG
14
GM Advisory Group
New York
$47.7M 1,544,928 +145,946 +10%
HPC
15
Hobart Private Capital
North Carolina
$45.1M 1,461,716 +1,461,716 New
AssetMark Inc
16
AssetMark Inc
California
$44.7M 1,447,127 -150,247 -9%
Osaic Holdings
17
Osaic Holdings
Arizona
$43.1M 1,397,305 -122,944 -8%
AWM
18
AE Wealth Management
Kansas
$36.8M 1,191,340 +309,631 +35%
TCM
19
Tradewinds Capital Management
Washington
$29.6M 960,134 +960,068 +1,454,648%
RA
20
RFG Advisory
Alabama
$28.8M 931,633 +63,577 +7%
Charles Schwab
21
Charles Schwab
California
$26.1M 845,731 +319,579 +61%
SWIG
22
Strategic Wealth Investment Group
Kentucky
$24.4M 788,640 +131,996 +20%
OIA
23
OneDigital Investment Advisors
Kansas
$23.3M 754,865 +252,706 +50%
PAG
24
Private Advisor Group
New Jersey
$22.7M 736,390 +76,095 +12%
MC
25
McMorgan & Co
California
$21.4M 692,868 +22,578 +3%
1
2 3 4 5