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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

435 hedge funds and large institutions have $10.8B invested in SPDR Portfolio Long Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 185 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+29
Holders Change %
+7.14%
% of All Funds
6.29%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.36%
New
77
Increased
185
Reduced
142
Closed
43
Calls
$7.68M
Puts
$552K
Net Calls
+$7.13M
Net Calls Change
+$6.44M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.39B
2
MG
2
Mather Group
Illinois
$120M
3
AAS
3
Avantax Advisory Services
Texas
$106M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$431M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$142M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$537M
2
CWM
2
Congress Wealth Management
Massachusetts
$73.4M
3
Bank of America
3
Bank of America
North Carolina
$488M
4
NW
4
NewEdge Wealth
Pennsylvania
$0
5
LJAC
5
L.J. Altfest & Co
New York
$4.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
226
Betterment LLC
New York
$1.19M +$93.2K +3,205 +9%
OMC
227
Old Mission Capital
Illinois
$1.15M +$1.15M +39,523 New
Prudential Financial
228
Prudential Financial
New Jersey
$1.12M -$18.7K -656 -2%
FPWM
229
FSB Premier Wealth Management
Iowa
$1.11M +$17.6K +604 +2%
SF
230
Synovus Financial
Georgia
$1.11M +$295K +10,140 +36%
WCFA
231
Walkner Condon Financial Advisors
Wisconsin
$1.1M -$798K -27,454 -42%
JCM
232
Jacobi Capital Management
Pennsylvania
$1.09M +$151K +5,208 +16%
NFP
233
Narus Financial Partners
Utah
$1.06M +$175K +6,011 +20%
CWM
234
Cornerstone Wealth Management
Missouri
$1.06M +$92.7K +3,189 +10%
AFG
235
Atomi Financial Group
New York
$1.04M +$1.04M +35,841 New
ICM
236
Islay Capital Management
Texas
$1.03M +$37.5K +1,291 +4%
RFS
237
Richardson Financial Services
Massachusetts
$997K +$26.3K +963 +3%
ACP
238
Aveo Capital Partners
Colorado
$991K -$239K -8,219 -19%
PTC
239
Private Trust Company
Ohio
$975K +$233K +7,999 +31%
SIA
240
Strategic Investment Advisors
Michigan
$967K -$103K -3,559 -10%
HI
241
Harbour Investments
Wisconsin
$941K -$77.9K -2,681 -8%
CNC
242
Citizens & Northern Corp
Pennsylvania
$925K – – –
MFG
243
Merit Financial Group
Georgia
$924K +$562K +19,349 +156%
PWG
244
Private Wealth Group
Florida
$909K +$909K +31,271 New
KWM
245
Kingsview Wealth Management
Oregon
$887K -$1.83M -63,047 -67%
APW
246
Austin Private Wealth
Texas
$881K -$348K -11,955 -28%
AWAU
247
Alliance Wealth Advisors (Utah)
Utah
$840K +$1.86K +64 +0.2%
FNWA
248
Financial Network Wealth Advisors
Utah
$838K -$55.2K -1,899 -6%
CSPIA
249
Cary Street Partners Investment Advisory
Virginia
$783K +$37.3K +1,283 +5%
IWMA
250
Ironwood Wealth Management (Arizona)
Arizona
$778K -$400K -13,756 -34%
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10
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