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 %
CAS
301
Coppell Advisory Solutions
Texas
$251K +$251K +9,236 New
HAS
302
HBW Advisory Services
California
$248K -$729K -26,790 -75%
SFS
303
Strategic Financial Services
New York
$243K -$283K -10,412 -54%
WANY
304
Wealthspire Advisors (New York)
New York
$233K +$233K +8,576 New
QPWM
305
Quadrant Private Wealth Management
Pennsylvania
$222K +$23K +844 +12%
BCM
306
Brookstone Capital Management
Illinois
$222K -$21.4K -768 -9%
AFA
307
AllGen Financial Advisors
Florida
$221K -$7.05M -258,974 -97%
LIA
308
LifePlan Investment Advisors
North Carolina
$220K +$220K +8,072 New
AF
309
Allworth Financial
California
$219K -$219K -7,937 -50%
FLA
310
Financial Life Advisors
Texas
$218K -$266K -9,764 -55%
BF
311
BOK Financial
Oklahoma
$204K +$26.5K +973 +15%
GFPC
312
Global Financial Private Client
Florida
$200K +$200K +7,362 New
EWA
313
EP Wealth Advisors
California
$187K -$4.55K -167 -2%
HBW
314
Hazlett, Burt & Watson
West Virginia
$184K +$184K +6,749 New
Bank of Montreal
315
Bank of Montreal
Ontario, Canada
$179K +$28.2K +1,008 +19%
WWP
316
WR Wealth Planners
Missouri
$171K +$8.22K +302 +5%
CP
317
Castleview Partners
Texas
$170K +$144K +5,296 +558%
TAM
318
Tucker Asset Management
Colorado
$156K +$8.25K +303 +6%
CIAS
319
Capital Investment Advisory Services
North Carolina
$155K -$708 -26 -0.5%
TCM
320
Tradewinds Capital Management
Washington
$131K -$43M -1,580,365 -100%
RWPA
321
Richard W. Paul & Associates
Michigan
$126K +$124K +4,542 +4,832%
TWC
322
TD Waterhouse Canada
Ontario, Canada
$115K – – –
AC
323
Arjuna Capital
North Carolina
$114K +$114K +4,202 New
VAG
324
VisionPoint Advisory Group
Texas
$108K +$101K +3,704 +1,470%
Jones Financial Companies
325
Jones Financial Companies
Missouri
$102K +$76.1K +2,796 +300%
11 12
13
14 15