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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

387 hedge funds and large institutions have $8.08B invested in SPDR Portfolio Long Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 53 closing their positions.

Holders
387
Holders Change
+53
Holders Change %
+15.87%
% of All Funds
5.68%
Holding in Top 10
35
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+94.44%
% of All Funds
0.51%
New
107
Increased
148
Reduced
111
Closed
53
Calls
$5.59M
Puts
$1.38M
Net Calls
+$4.21M
Net Calls Change
+$5.98M

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$110M
2
SCM
2
SCS Capital Management
Massachusetts
$103M
3
VFA
3
Voya Financial Advisors
Connecticut
$90.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.04B
5
State Street
5
State Street
Massachusetts
$1.33B

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
SF
2
Synovus Financial
Georgia
$663K
3
Truist Financial
3
Truist Financial
North Carolina
$8.57M
4
GI
4
Gradient Investments
Minnesota
$149K
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$4.41M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$1.33B 45,988,898 +1,964,768 +4%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.07B 36,742,254 +1,218,586 +3%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.04B 35,852,813 +2,177,541 +6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$695M 23,959,802 -149,845 -0.6%
Bank of America
5
Bank of America
North Carolina
$369M 12,706,839 +921,102 +8%
NSLI
6
Nan Shan Life Insurance
Taiwan
$318M 10,956,900 – –
LPL Financial
7
LPL Financial
California
$277M 9,535,082 +1,123,328 +13%
MERSOM
8
Municipal Employees' Retirement System of Michigan
Michigan
$206M 7,108,855 +225,690 +3%
Morgan Stanley
9
Morgan Stanley
New York
$176M 6,059,984 +524,451 +9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$152M 5,227,187 -674,158 -11%
CWM
11
Congress Wealth Management
Massachusetts
$110M 3,807,353 +3,807,353 New
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$105M 3,623,717 +671,950 +23%
SCM
13
SCS Capital Management
Massachusetts
$103M 3,544,503 +3,544,503 New
VFA
14
Voya Financial Advisors
Connecticut
$90.7M 3,101,658 +3,101,658 New
UBS Group
15
UBS Group
Switzerland
$70.4M 2,424,598 -174,558 -7%
Stifel Financial
16
Stifel Financial
Missouri
$69.3M 2,388,902 +272,238 +13%
TC
17
TownSquare Capital
Utah
$63.8M 2,198,948 +134,733 +7%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$52.1M 1,796,764 +426,422 +31%
Osaic Holdings
19
Osaic Holdings
Arizona
$51.2M 1,763,278 -736,682 -29%
OIA
20
OneDigital Investment Advisors
Kansas
$50.7M 1,746,173 +493,701 +39%
ST
21
Spinnaker Trust
Maine
$43.3M 1,490,496 +1,490,496 New
AWMS
22
Advocacy Wealth Management Services
Georgia
$39.9M 1,375,808 +1,375,808 New
LOIM
23
Liberty One Investment Management
Illinois
$38.7M 1,332,600 +1,332,600 New
CAN
24
Cetera Advisor Networks
California
$37.6M 1,296,144 +893,872 +222%
AWM
25
AE Wealth Management
Kansas
$36.7M 1,326,218 +7,345 +0.6%
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