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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

389 hedge funds and large institutions have $8.74B invested in SPDR Portfolio Long Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 164 increasing their positions, 138 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
5.64%
Holding in Top 10
27
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.86%
% of All Funds
0.39%
New
60
Increased
164
Reduced
138
Closed
50
Calls
$712K
Puts
$302K
Net Calls
+$410K
Net Calls Change
-$3.8M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$199M
2
Goldman Sachs
Goldman Sachs
New York
+$195M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$126M
4
Bank of America
Bank of America
North Carolina
+$94.4M
5
State Street
State Street
Massachusetts
+$93M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$78.3M
2
VFA
Voya Financial Advisors
Connecticut
-$35.5M
3
HWM
Horizon Wealth Management
Illinois
-$26.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$25.8M
5
CA
CoreCap Advisors
Michigan
-$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
226
Centaurus Financial
California
$648K +$648K +23,205 New
RFS
227
Richardson Financial Services
Massachusetts
$647K -$4.69K -168 -0.7%
GWP
228
Gateway Wealth Partners
Wisconsin
$646K +$158K +5,641 +32%
DAS
229
Diversify Advisory Services
Utah
$644K +$644K +23,560 New
ACM
230
AlphaStar Capital Management
North Carolina
$637K +$637K +22,811 New
TVM
231
True Vision MN
Minnesota
$618K -$8.01K -306 -1%
DLHL
232
Donald L. Hagan LLC
Florida
$599K +$189K +6,753 +46%
Betterment LLC
233
Betterment LLC
New York
$592K +$67.7K +2,423 +13%
ACP
234
Aveo Capital Partners
Colorado
$591K +$18.1K +680 +3%
ASN
235
Advisory Services Network
Georgia
$591K +$48.7K +1,744 +9%
FIA
236
Foundations Investment Advisors
Arizona
$590K +$35.3K +1,265 +6%
TWD
237
True Wealth Design
Ohio
$589K +$31K +1,110 +6%
NG
238
Norden Group
Utah
$586K +$586K +20,956 New
FNWA
239
Financial Network Wealth Advisors
Utah
$583K +$5.53K +198 +1%
IWS
240
Integrity Wealth Solutions
Colorado
$579K +$3.49K +125 +0.6%
CCFM
241
Clear Creek Financial Management
Washington
$549K -$2.42M -86,459 -81%
EFG
242
Ehrlich Financial Group
California
$543K +$543K +19,451 New
SFS
243
Strategic Financial Services
New York
$540K +$12.9K +460 +2%
LSA
244
Lansing Street Advisors
Pennsylvania
$532K -$239K -8,570 -31%
FI
245
FWG Investments
Kentucky
$526K +$59.5K +2,128 +13%
LWM
246
LongView Wealth Management
Georgia
$519K +$178K +6,381 +52%
TFA
247
Teamwork Financial Advisors
Texas
$512K -$342K -12,237 -40%
US Bancorp
248
US Bancorp
Minnesota
$510K -$216K -7,746 -30%
USCWA
249
U.S. Capital Wealth Advisors
Texas
$507K +$18.7K +671 +4%
FLA
250
Financial Life Advisors
Texas
$496K -$1.07M -38,361 -68%
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