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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 %
CA
301
Calton & Associates
Florida
$226K +$226K +7,782 New
Bank of Montreal
302
Bank of Montreal
Ontario, Canada
$225K -$187K -6,376 -45%
SAW
303
Signal Advisors Wealth
Michigan
$225K +$225K +7,757 New
CAG
304
Csenge Advisory Group
Florida
$223K -$82.3K -2,836 -27%
MSFS
305
Main Street Financial Solutions
Pennsylvania
$218K +$218K +7,510 New
Jane Street
306
Jane Street
New York
$214K -$11.9M -409,581 -98%
RIA
307
Regal Investment Advisors
Michigan
$211K +$211K +7,261 New
WF
308
Wayfinding Financial
Washington
$204K -$84.1K -2,909 -29%
FPW
309
Flagship Private Wealth
Massachusetts
$200K +$200K +6,906 New
BF
310
BOK Financial
Oklahoma
$190K +$190K +6,538 New
IGWM
311
ICA Group Wealth Management
Colorado
$177K +$177K +6,099 New
SWM
312
Spire Wealth Management
Virginia
$168K -$97.3K -3,505 -37%
AF
313
Allworth Financial
California
$165K -$37.1K -1,280 -18%
IWMA
314
Ironwood Wealth Management (Arizona)
Arizona
$156K +$92.3K +3,179 +145%
TRCT
315
Tower Research Capital (TRC)
New York
$153K +$153K +5,288 New
PWA
316
Provenance Wealth Advisors
Florida
$151K +$151K +5,205 New
GI
317
Gradient Investments
Minnesota
$149K -$40.2M -1,386,228 -100%
VCM
318
Versant Capital Management
Arizona
$125K -$12.5K -430 -9%
AFWM
319
Abich Financial Wealth Management
Virginia
$118K +$118K +4,051 New
CIAS
320
Capital Investment Advisory Services
North Carolina
$107K -$290 -10 -0.3%
PA
321
PSI Advisors
Florida
$98.5K +$97.8K +3,370 +13,480%
TWC
322
TD Waterhouse Canada
Ontario, Canada
$96.6K +$17.2K +601 +22%
GFPC
323
Global Financial Private Client
Florida
$96K +$38.3K +1,319 +66%
HI
324
Horizon Investments
North Carolina
$87.2K -$11.5M -395,440 -99%
LFA
325
LGT Financial Advisors
Texas
$84.5K -$2.09K -72 -2%
11 12
13
14 15