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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
$345M
2
Goldman Sachs
Goldman Sachs
New York
$195M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$325M
4
Bank of America
Bank of America
North Carolina
$449M
5
State Street
State Street
Massachusetts
$1.38B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$91.1M
2
VFA
Voya Financial Advisors
Connecticut
$51.2M
3
HWM
Horizon Wealth Management
Illinois
$0
4
Citadel Advisors
Citadel Advisors
Florida
$3.02M
5
CA
CoreCap Advisors
Michigan
$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
251
Cornerstone Wealth Management
Missouri
$478K +$478K +17,105 New
FFA
252
Farther Finance Advisors
California
$469K +$1.83K +67 +0.4%
KFG
253
Kingdom Financial Group
Arizona
$465K -$21.5K -770 -4%
APC
254
Aspire Private Capital
North Carolina
$463K -$1.62M -57,815 -78%
AI
255
Auour Investments
Massachusetts
$463K +$16.3K +584 +4%
AF
256
Allworth Financial
California
$444K +$285K +10,199 +180%
MFG
257
Merit Financial Group
Georgia
$438K -$26.6K -1,000 -6%
CFAM
258
Center For Asset Management
Florida
$424K +$424K +15,175 New
Vanguard Group
259
Vanguard Group
Pennsylvania
$420K +$28 +1 +0%
AAS
260
Avantax Advisory Services
Texas
$419K -$255K -9,139 -38%
HI
261
Harbour Investments
Wisconsin
$415K -$179K -6,393 -30%
KP
262
Keel Point
Alabama
$407K -$726K -25,986 -64%
IPWA
263
International Private Wealth Advisors
California
$389K -$1.41M -50,480 -78%
GM
264
GeoWealth Management
Illinois
$378K -$1.02M -36,558 -73%
ICM
265
Islay Capital Management
Texas
$371K -$31.5K -1,126 -8%
WCFA
266
Walkner Condon Financial Advisors
Wisconsin
$366K -$91.5K -3,274 -20%
GWM
267
Geneos Wealth Management
Colorado
$364K -$65.7K -2,351 -15%
OFG
268
OmniStar Financial Group
North Carolina
$356K +$356K +12,758 New
VWM
269
VCI Wealth Management
Missouri
$353K +$117K +4,177 +49%
MSFS
270
Main Street Financial Solutions
Pennsylvania
$345K +$136K +4,855 +65%
SWP
271
Significant Wealth Partners
Illinois
$340K +$340K +12,153 New
OMC
272
Old Mission Capital
Illinois
$332K -$457K -16,366 -58%
FSC
273
Full Sail Capital
Oklahoma
$327K +$327K +11,687 New
DWP
274
Daymark Wealth Partners
Ohio
$322K +$322K +11,531 New
FAIM
275
Financial Advocates Investment Management
Washington
$318K -$7.24K -259 -2%
9 10
11
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