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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

406 hedge funds and large institutions have $9.38B invested in SPDR Portfolio Long Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 199 increasing their positions, 107 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+17
Holders Change %
+4.37%
% of All Funds
5.91%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.38%
New
73
Increased
199
Reduced
107
Closed
49
Calls
$729K
Puts
$33K
Net Calls
+$696K
Net Calls Change
+$286K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$385M
2
State Street
2
State Street
Massachusetts
$1.5B
3
MSA
3
Mason Street Advisors
Wisconsin
$101M
4
APP
4
Avantax Planning Partners
Iowa
$98.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$1.12B

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$11.6M
2
TCM
2
Tradewinds Capital Management
Washington
$131K
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$0
4
RJA
4
Raymond James & Associates
Florida
$16.5M
5
AIA
5
Alera Investment Advisors
Illinois
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWS
251
Integrity Wealth Solutions
Colorado
$570K +$5.5K +202 +1%
PA
252
PSI Advisors
Florida
$557K +$376K +13,826 +208%
SB
253
Strategic Blueprint
Georgia
$550K +$550K +20,199 New
FSC
254
Full Sail Capital
Oklahoma
$549K +$231K +8,488 +73%
LAS
255
Lloyd Advisory Services
Georgia
$541K +$541K +19,882 New
SWM
256
SeaCrest Wealth Management
New York
$539K -$123K -4,509 -19%
LWM
257
LongView Wealth Management
Georgia
$514K +$7.87K +289 +2%
CFAM
258
Center For Asset Management
Florida
$513K +$99.7K +3,662 +24%
FTS
259
Fifth Third Securities
Ohio
$477K +$477K +17,530 New
MW
260
Maia Wealth
Colorado
$467K +$467K +16,956 New
USCWA
261
U.S. Capital Wealth Advisors
Texas
$458K -$35.9K -1,318 -7%
BPA
262
Beacon Pointe Advisors
California
$456K +$456K +16,762 New
UWM
263
USAdvisors Wealth Management
Minnesota
$456K -$326K -11,985 -42%
OWA
264
Outlook Wealth Advisors
Texas
$453K +$453K +12,972 New
AI
265
Auour Investments
Massachusetts
$444K -$6.26K -230 -1%
KFG
266
Kingdom Financial Group
Arizona
$428K -$25K -917 -6%
Vanguard Group
267
Vanguard Group
Pennsylvania
$411K +$1.61K +59 +0.4%
CAM
268
Cresset Asset Management
Illinois
$408K -$340K -12,498 -45%
PFS
269
Prospera Financial Services
Texas
$406K -$830K -30,486 -67%
KWA
270
Kingswood Wealth Advisors
California
$406K +$406K +14,918 New
BTWM
271
Baker Tilly Wealth Management
Wisconsin
$403K +$113K +4,168 +39%
LMKC
272
L.M. Kohn & Company
Ohio
$387K +$84.1K +3,090 +28%
EP
273
Edgestream Partners
New Jersey
$384K +$384K +14,103 New
KFS
274
Kelly Financial Services
Massachusetts
$371K +$362K +13,294 +4,116%
BWP
275
Balboa Wealth Partners
Arizona
$370K +$370K +13,582 New
9 10
11
12 13