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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 %
CFAM
276
Center For Asset Management
Florida
$528K -$19.5K -672 -4%
LWM
277
LongView Wealth Management
Georgia
$527K -$21.9K -752 -4%
MW
278
Maia Wealth
Colorado
$520K +$52.6K +1,910 +11%
BPA
279
Beacon Pointe Advisors
California
$517K +$30.1K +1,036 +6%
AI
280
Auour Investments
Massachusetts
$517K +$70.1K +2,563 +16%
RCM
281
Raleigh Capital Management
North Carolina
$511K -$743K -25,576 -59%
PA
282
Parallel Advisors
California
$495K -$261K -8,980 -35%
ARC
283
Advisor Resource Council
Texas
$484K +$158K +5,420 +48%
RFG
284
Range Financial Group
Oregon
$483K +$212K +7,294 +78%
Jones Financial Companies
285
Jones Financial Companies
Missouri
$479K +$370K +12,691 +340%
AQR Capital Management
286
AQR Capital Management
Connecticut
$464K +$464K +15,974 New
LMKC
287
L.M. Kohn & Company
Ohio
$464K +$51K +1,755 +12%
BCM
288
Brookstone Capital Management
Illinois
$459K +$227K +7,819 +98%
CAM
289
Cresset Asset Management
Illinois
$438K +$2.09K +72 +0.5%
Mercer Global Advisors
290
Mercer Global Advisors
Colorado
$435K +$155K +5,322 +55%
BTWM
291
Baker Tilly Wealth Management
Wisconsin
$433K +$2.94K +101 +0.7%
LA
292
Lifeworks Advisors
Michigan
$427K +$427K +14,673 New
USCWA
293
U.S. Capital Wealth Advisors
Texas
$425K -$65K -2,237 -13%
HBW
294
Hazlett, Burt & Watson
West Virginia
$416K +$218K +7,466 +111%
NL
295
NWAM LLC
Washington
$406K +$406K +13,965 New
KFG
296
Kingdom Financial Group
Arizona
$400K -$57.8K -1,987 -13%
VCM
297
Versant Capital Management
Arizona
$388K +$115K +3,960 +42%
UWM
298
USAdvisors Wealth Management
Minnesota
$385K -$103K -3,528 -21%
CAS
299
Coppell Advisory Solutions
Texas
$374K +$104K +3,569 +39%
GWM
300
Geneos Wealth Management
Colorado
$373K +$25K +859 +7%
10 11
12
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