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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
1
Congress Wealth Management
Massachusetts
$110M
2
SCM
2
SCS Capital Management
Massachusetts
$103M
3
VFA
3
Voya Financial Advisors
Connecticut
$90.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.04B
5
State Street
5
State Street
Massachusetts
$1.33B

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
SF
2
Synovus Financial
Georgia
$663K
3
Truist Financial
3
Truist Financial
North Carolina
$8.57M
4
GI
4
Gradient Investments
Minnesota
$149K
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$4.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
276
Thrivent Financial for Lutherans
Minnesota
$347K +$347K +11,911 New
BWAM
277
Boyd Watterson Asset Management
Ohio
$346K -$145K -4,987 -29%
FPCP
278
Fort Point Capital Partners
California
$341K +$341K +11,747 New
FAIM
279
Financial Advocates Investment Management
Washington
$338K +$17.9K +617 +6%
LEFP
280
Leading Edge Financial Planning
Tennessee
$327K -$24.4K -840 -7%
BCM
281
Brookstone Capital Management
Illinois
$317K -$1.36M -46,898 -81%
Northern Trust
282
Northern Trust
Illinois
$311K +$311K +10,717 New
CAS
283
Coppell Advisory Solutions
Texas
$310K -$108K -3,717 -26%
HWM
284
HB Wealth Management
Georgia
$301K +$301K +10,358 New
VCM
285
Virtue Capital Management
Tennessee
$300K +$300K +10,568 New
SW
286
SMART Wealth
Nebraska
$294K +$294K +10,123 New
WWS
287
Wellington Wealth Strategies
Indiana
$283K +$283K +9,735 New
TDC
288
Thompson Davis & Co
Virginia
$282K +$282K +9,704 New
HIP
289
HUB Investment Partners
Texas
$276K -$4.7K -162 -2%
Mercer Global Advisors
290
Mercer Global Advisors
Colorado
$272K -$38.3K -1,318 -12%
FW
291
FirstPurpose Wealth
Utah
$267K +$29.5K +1,015 +12%
EWA
292
EP Wealth Advisors
California
$263K -$218K -7,516 -45%
SAG
293
SageView Advisory Group
California
$261K -$662K -25,333 Closed
Creative Planning
294
Creative Planning
Kansas
$254K -$611K -21,040 -71%
VWM
295
VCI Wealth Management
Missouri
$245K +$245K +8,452 New
CAPTRUST Financial Advisors
296
CAPTRUST Financial Advisors
North Carolina
$243K +$243K +8,364 New
WAG
297
Wallace Advisory Group
California
$240K +$8.26K +316 +4%
SP
298
Stonebrook Private
Michigan
$239K +$239K +8,231 New
RJT
299
Raymond James Trust
Florida
$233K -$26.6K -916 -10%
KFS
300
Kelly Financial Services
Massachusetts
$230K -$27.3K -939 -11%
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