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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.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+53
Holders Change %
+15.87%
% of All Funds
5.67%
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
Congress Wealth Management
Massachusetts
$110M
2
SCM
SCS Capital Management
Massachusetts
$103M
3
VFA
Voya Financial Advisors
Connecticut
$90.7M
4
Financial Engines Advisors
Financial Engines Advisors
California
$1.04B
5
State Street
State Street
Massachusetts
$1.33B

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
SF
Synovus Financial
Georgia
$663K
3
Truist Financial
Truist Financial
North Carolina
$8.57M
4
GI
Gradient Investments
Minnesota
$149K
5
FHA
Flagship Harbor Advisors
Massachusetts
$4.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
226
Tortoise Investment Management
New York
$723K +$723K +24,912 New
BTWM
227
Baker Tilly Wealth Management
Wisconsin
$711K +$435K +14,998 +158%
CPL
228
CAP Partners LLC
Tennessee
$702K +$702K +24,181 New
AAS
229
Avantax Advisory Services
Texas
$700K -$1.82M -62,882 -72%
TVM
230
True Vision MN
Minnesota
$694K +$694K +23,913 New
IF
231
Intrua Financial
Texas
$690K +$690K +23,769 New
Lido Advisors
232
Lido Advisors
California
$690K -$1.07M -36,758 -61%
RFS
233
Richardson Financial Services
Massachusetts
$677K +$677K +23,334 New
CCWA
234
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$677K +$67.3K +2,319 +11%
PTC
235
Private Trust Company
Ohio
$665K +$183K +6,306 +38%
SF
236
Synovus Financial
Georgia
$663K -$90M -3,101,417 -99%
AWAU
237
Alliance Wealth Advisors (Utah)
Utah
$656K +$64.4K +2,220 +11%
SAI
238
Savvy Advisors Inc
New York
$653K +$653K +22,499 New
UWM
239
USAdvisors Wealth Management
Minnesota
$651K -$532K -18,335 -45%
ACP
240
Aveo Capital Partners
Colorado
$624K +$12.7K +439 +2%
HI
241
Harbour Investments
Wisconsin
$616K +$50.9K +1,754 +9%
DI
242
DFPG Investments
Utah
$613K -$26.1K -901 -4%
FNWA
243
Financial Network Wealth Advisors
Utah
$600K +$600K +20,670 New
IWS
244
Integrity Wealth Solutions
Colorado
$598K +$598K +20,604 New
BRWA
245
B. Riley Wealth Advisors
Florida
$592K +$592K +20,409 New
TWD
246
True Wealth Design
Ohio
$580K +$118K +4,070 +26%
Simplex Trading
247
Simplex Trading
Illinois
$574K +$88.4K +3,046 +18%
FIA
248
Foundations Investment Advisors
Arizona
$573K -$344K -11,892 -37%
ASN
249
Advisory Services Network
Georgia
$563K +$328K +11,289 +139%
SFS
250
Strategic Financial Services
New York
$548K -$2.11M -72,749 -79%
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