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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 %
QPWM
301
Quadrant Private Wealth Management
Pennsylvania
$205K +$205K +7,321 New
VCM
302
Versant Capital Management
Arizona
$203K +$82.3K +2,944 +68%
EWA
303
EP Wealth Advisors
California
$197K -$55.9K -2,000 -22%
PA
304
PSI Advisors
Florida
$186K +$91K +3,258 +96%
TRCT
305
Tower Research Capital (TRC)
New York
$179K +$31.6K +1,130 +21%
BF
306
BOK Financial
Oklahoma
$179K – – –
WWP
307
WR Wealth Planners
Missouri
$168K +$168K +5,998 New
CIAS
308
Capital Investment Advisory Services
North Carolina
$160K +$56.5K +2,022 +55%
SWM
309
Spire Wealth Management
Virginia
$152K -$17.4K -622 -10%
TAM
310
Tucker Asset Management
Colorado
$152K +$147K +5,263 +3,078%
Bank of Montreal
311
Bank of Montreal
Ontario, Canada
$151K -$64.6K -2,309 -30%
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$150K +$150K +5,360 +33,500%
PWA
313
Provenance Wealth Advisors
Florida
$145K – – –
IWMA
314
Ironwood Wealth Management (Arizona)
Arizona
$145K -$4.83K -173 -3%
TWC
315
TD Waterhouse Canada
Ontario, Canada
$117K +$25.2K +927 +27%
GWP
316
Gen-Wealth Partners
Michigan
$95.5K +$95.5K +3,418 New
AWA
317
Alaska Wealth Advisors
Alaska
$93.6K +$32.9K +1,178 +54%
GI
318
Gradient Investments
Minnesota
$86.2K -$57.1K -2,045 -40%
HI
319
Horizon Investments
North Carolina
$83.6K -$363 -13 -0.4%
CPG
320
Custom Portfolio Group
Colorado
$71K – – –
CFD
321
Creative Financial Designs
Indiana
$68.6K +$13K +464 +23%
AFWM
322
Abich Financial Wealth Management
Virginia
$67.8K -$45.3K -1,623 -40%
LFA
323
LGT Financial Advisors
Texas
$64.5K -$16.8K -601 -21%
Simplex Trading
324
Simplex Trading
Illinois
$62K -$488K -17,550 -89%
CA
325
Crewe Advisors
Utah
$49.2K +$49.2K +1,762 New
11 12
13
14 15