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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 %
Betterment LLC
251
Betterment LLC
New York
$545K +$145K +4,983 +36%
BNP Paribas Financial Markets
252
BNP Paribas Financial Markets
France
$519K +$519K +17,900 New
AAM
253
American Asset Management
Florida
$518K +$518K +17,856 New
FFN
254
Focus Financial Network
Minnesota
$511K +$511K +17,619 New
RCM
255
Raleigh Capital Management
North Carolina
$509K +$8.79K +303 +2%
USCWA
256
U.S. Capital Wealth Advisors
Texas
$508K -$216K -7,441 -30%
GWP
257
Gateway Wealth Partners
Wisconsin
$507K +$236K +8,144 +87%
MFG
258
Merit Financial Group
Georgia
$507K +$507K +17,462 New
KFG
259
Kingdom Financial Group
Arizona
$506K +$63.4K +2,184 +14%
FFA
260
Farther Finance Advisors
California
$496K +$44.8K +1,543 +10%
FI
261
FWG Investments
Kentucky
$484K +$484K +16,689 New
WCFA
262
Walkner Condon Financial Advisors
Wisconsin
$476K +$143K +4,921 +43%
AWM
263
Axxcess Wealth Management
California
$457K -$20.1K -692 -4%
GWM
264
Geneos Wealth Management
Colorado
$446K +$133K +4,590 +43%
AI
265
Auour Investments
Massachusetts
$443K -$6.21K -224 -1%
LMKC
266
L.M. Kohn & Company
Ohio
$442K +$35.3K +1,218 +9%
LAS
267
Lloyd Advisory Services
Georgia
$440K +$440K +15,153 New
Vanguard Group
268
Vanguard Group
Pennsylvania
$436K – – –
CCM
269
Crabel Capital Management
California
$436K +$436K +15,035 New
DLHL
270
Donald L. Hagan LLC
Florida
$426K -$568K -19,587 -57%
ICM
271
Islay Capital Management
Texas
$418K -$862K -29,698 -67%
MW
272
Maia Wealth
Colorado
$411K +$411K +14,177 New
OWMIAS
273
One Wealth Management Investment & Advisory Services
Florida
$389K +$389K +13,404 New
AWA
274
Acorn Wealth Advisors
Michigan
$359K +$59.6K +2,055 +20%
LWM
275
LongView Wealth Management
Georgia
$347K +$347K +12,205 New
9 10
11
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