SPTL icon

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 %
CAG
276
Csenge Advisory Group
Florida
$368K +$151K +5,562 +70%
US Bancorp
277
US Bancorp
Minnesota
$367K -$130K -4,777 -26%
MSFS
278
Main Street Financial Solutions
Pennsylvania
$355K +$18.2K +670 +5%
MWAM
279
Manhattan West Asset Management
California
$341K +$341K +12,512 New
WAG
280
Wallace Advisory Group
California
$339K +$84.7K +3,112 +33%
MFG
281
Merit Financial Group
Georgia
$338K -$110K -4,039 -25%
XS
282
XR Securities
Illinois
$330K +$77.2K +2,836 +31%
GWM
283
Geneos Wealth Management
Colorado
$326K -$28.5K -1,048 -8%
MOS
284
MGO One Seven
Ohio
$320K -$1.69M -62,193 -84%
OCM
285
One Capital Management
California
$319K +$319K +11,707 New
FAIM
286
Financial Advocates Investment Management
Washington
$315K +$4.87K +179 +2%
PCIA
287
Prime Capital Investment Advisors
Kansas
$311K -$1.89M -69,257 -86%
RIA
288
Regal Investment Advisors
Michigan
$309K +$3.08K +113 +1%
ACM
289
Andina Capital Management
Utah
$296K -$4.85M -178,277 -94%
Lido Advisors
290
Lido Advisors
California
$292K -$9.2K -338 -3%
HWM
291
HB Wealth Management
Georgia
$282K – – –
TI
292
TrueMark Investments
Illinois
$276K +$276K +10,142 New
Creative Planning
293
Creative Planning
Kansas
$264K +$54.8K +2,014 +26%
Mercer Global Advisors
294
Mercer Global Advisors
Colorado
$261K +$261K +9,602 New
WWS
295
Wellington Wealth Strategies
Indiana
$260K +$260K +9,566 New
BO
296
Bank OZK
Arkansas
$257K +$257K +9,430 New
VCM
297
Versant Capital Management
Arizona
$256K +$57.9K +2,127 +29%
WJA
298
Willis Johnson & Associates
Texas
$255K +$255K +9,384 New
RFG
299
Range Financial Group
Oregon
$254K +$25.6K +939 +11%
BWAM
300
Boyd Watterson Asset Management
Ohio
$253K -$39.7K -1,457 -14%
10 11
12
13 14