SPTL icon

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 %
LWMI
251
Landmark Wealth Management (Illinois)
Illinois
$767K -$1.47M -50,717 -66%
FI
252
FWG Investments
Kentucky
$762K +$107K +3,684 +16%
NFG
253
Northeast Financial Group
Pennsylvania
$721K -$727K -25,008 -50%
DWP
254
Daymark Wealth Partners
Ohio
$714K -$3.23K -111 -0.4%
TVM
255
True Vision MN
Minnesota
$700K +$20.8K +714 +3%
CPL
256
CAP Partners LLC
Tennessee
$690K -$199K -6,856 -22%
OWA
257
One Wealth Advisors
California
$688K +$688K +23,673 New
GRP
258
Global Retirement Partners
California
$673K -$114K -3,936 -15%
ASN
259
Advisory Services Network
Georgia
$671K – – –
NG
260
Norden Group
Utah
$666K -$35.6K -1,225 -5%
FTS
261
Fifth Third Securities
Ohio
$661K +$151K +5,205 +30%
LSA
262
Lansing Street Advisors
Pennsylvania
$650K +$30.8K +1,059 +5%
WWM
263
Western Wealth Management
Colorado
$646K +$646K +22,227 New
TWP
264
Triad Wealth Partners
Kansas
$645K +$583K +20,060 +945%
DAS
265
Diversify Advisory Services
Utah
$622K -$57.2K -2,081 -8%
IWS
266
Integrity Wealth Solutions
Colorado
$614K +$5.7K +196 +0.9%
LAS
267
Lloyd Advisory Services
Georgia
$613K +$35.1K +1,209 +6%
SWM
268
SeaCrest Wealth Management
New York
$596K +$19.9K +685 +3%
FSC
269
Full Sail Capital
Oklahoma
$587K +$174 +6 +0%
DWM
270
Diversify Wealth Management
Utah
$574K -$81.7K -2,979 -12%
SB
271
Strategic Blueprint
Georgia
$574K -$12.9K -443 -2%
IPWA
272
International Private Wealth Advisors
California
$572K -$75.2K -2,586 -12%
WJA
273
Willis Johnson & Associates
Texas
$566K +$293K +10,073 +107%
CCFM
274
Clear Creek Financial Management
Washington
$561K -$6.22M -213,989 -92%
SAW
275
Signal Advisors Wealth
Michigan
$537K +$537K +18,478 New
9 10
11
12 13