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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

333 hedge funds and large institutions have $6.49B invested in SPDR Portfolio Long Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 145 increasing their positions, 95 reducing their positions, and 34 closing their positions.

Holders
333
Holders Change
+26
Holders Change %
+8.47%
% of All Funds
5.25%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
60
Increased
145
Reduced
95
Closed
34
Calls
$475K
Puts
$1.06M
Net Calls
-$586K
Net Calls Change
-$1.51M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$232M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$930M
3
State Street
3
State Street
Massachusetts
$1.23B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$728M
5
Jane Street
5
Jane Street
New York
$56.9M

Top Sellers

1
HPC
1
Hobart Private Capital
North Carolina
$2.55M
2
TI
2
Tidal Investments
Wisconsin
$0
3
NHFG
3
New Harbor Financial Group
Massachusetts
$617K
4
AA
4
ACT Advisors
North Carolina
$0
5
TCM
5
Tradewinds Capital Management
Washington
$18.6M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$1.23B 40,986,293 +1,949,582 +5%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.02B 34,134,992 +1,374,242 +4%
Financial Engines Advisors
3
Financial Engines Advisors
California
$930M 31,101,182 +2,271,164 +8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$728M 24,332,572 +1,750,018 +8%
NSLI
5
Nan Shan Life Insurance
Taiwan
$328M 10,956,900 – –
LPL Financial
6
LPL Financial
California
$265M 8,870,066 +1,467,797 +20%
Morgan Stanley
7
Morgan Stanley
New York
$232M 7,752,920 +5,101,923 +192%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$130M 4,339,047 -119,638 -3%
SF
9
Synovus Financial
Georgia
$96.4M 3,222,859 -103,233 -3%
Bank of America
10
Bank of America
North Carolina
$59.6M 1,993,583 -159,486 -7%
TC
11
TownSquare Capital
Utah
$58.5M 1,954,933 +17,442 +0.9%
UBS Group
12
UBS Group
Switzerland
$58M 1,940,573 +93,054 +5%
Jane Street
13
Jane Street
New York
$56.9M 1,903,064 +1,653,532 +663%
Stifel Financial
14
Stifel Financial
Missouri
$52.3M 1,749,636 +55,697 +3%
GAG
15
GM Advisory Group
New York
$49.1M 1,642,424 +97,496 +6%
Osaic Holdings
16
Osaic Holdings
Arizona
$42M 1,405,522 +8,217 +0.6%
GI
17
Gradient Investments
Minnesota
$40.7M 1,360,265 +1,069,834 +368%
AssetMark Inc
18
AssetMark Inc
California
$40.2M 1,345,426 -101,701 -7%
AWM
19
AE Wealth Management
Kansas
$34.5M 1,155,095 -36,245 -3%
RA
20
RFG Advisory
Alabama
$31.9M 1,066,995 +135,362 +15%
PAG
21
Private Advisor Group
New Jersey
$29.1M 972,514 +236,124 +32%
SWIG
22
Strategic Wealth Investment Group
Kentucky
$26.3M 879,061 +90,421 +11%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$26M 868,281 +504,569 +139%
Charles Schwab
24
Charles Schwab
California
$25.3M 845,917 +186 +0%
STA
25
Summit Trail Advisors
New York
$24.2M 810,398 +488,364 +152%
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