SPTL icon

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 %
RIA
276
Regal Investment Advisors
Michigan
$314K +$111K +3,961 +55%
LMKC
277
L.M. Kohn & Company
Ohio
$311K -$115K -4,110 -27%
Lido Advisors
278
Lido Advisors
California
$309K -$355K -12,692 -53%
BWAM
279
Boyd Watterson Asset Management
Ohio
$300K -$33.4K -1,196 -10%
BTWM
280
Baker Tilly Wealth Management
Wisconsin
$297K -$387K -13,863 -57%
SC
281
Sykon Capital
New York
$290K -$10.1M -362,250 -97%
HWM
282
HB Wealth Management
Georgia
$289K – – –
BBHC
283
Brown Brothers Harriman & Co
New York
$289K +$289K +10,347 New
CASC
284
Coppell Advisory Solutions Corp
Texas
$284K +$284K +10,177 New
NWM
285
Napa Wealth Management
California
$284K -$1.17M -42,008 -81%
HIP
286
HUB Investment Partners
Texas
$271K +$5.28K +189 +2%
WAG
287
Wallace Advisory Group
California
$271K +$4.53K +156 +2%
FW
288
FirstPurpose Wealth
Utah
$262K +$16.3K +609 +7%
TDC
289
Thompson Davis & Co
Virginia
$260K -$10.9K -391 -4%
IGWM
290
ICA Group Wealth Management
Colorado
$260K +$89.5K +3,203 +53%
XS
291
XR Securities
Illinois
$259K +$259K +9,273 New
AWA
292
Acorn Wealth Advisors
Michigan
$247K -$98.9K -3,538 -29%
BCM
293
Brookstone Capital Management
Illinois
$244K -$61.7K -2,208 -20%
SA
294
SpiderRock Advisors
Delaware
$236K +$236K +8,623 New
RFG
295
Range Financial Group
Oregon
$234K +$234K +8,381 New
CAG
296
Csenge Advisory Group
Florida
$222K +$7.43K +266 +3%
SP
297
Stonebrook Private
Michigan
$217K -$12.7K -453 -6%
Creative Planning
298
Creative Planning
Kansas
$215K -$30K -1,074 -12%
CAPTRUST Financial Advisors
299
CAPTRUST Financial Advisors
North Carolina
$213K -$20.6K -736 -9%
AT
300
Arden Trust
Delaware
$213K -$14.3M -511,144 -99%
10 11
12
13 14