SPTL icon

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 %
US Bancorp
301
US Bancorp
Minnesota
$369K -$22.8K -783 -6%
RIA
302
Regal Investment Advisors
Michigan
$360K +$30.9K +1,062 +9%
DLHL
303
Donald L. Hagan LLC
Florida
$357K -$355K -12,195 -50%
WAG
304
Wallace Advisory Group
California
$339K – – –
AWA
305
Acorn Wealth Advisors
Michigan
$335K +$335K +11,518 New
Lido Advisors
306
Lido Advisors
California
$334K +$21.5K +740 +7%
PCG
307
Prosperity Consulting Group
Maryland
$325K +$325K +11,196 New
FAIM
308
Financial Advocates Investment Management
Washington
$325K -$11.5K -395 -3%
LIA
309
LifePlan Investment Advisors
North Carolina
$324K +$89.6K +3,081 +38%
CAM
310
Clark Asset Management
New Hampshire
$310K +$310K +10,657 New
SGAM
311
Stephens Group Asset Management
Arkansas
$304K +$304K +10,456 New
HAS
312
HBW Advisory Services
California
$304K +$38.3K +1,317 +14%
GS
313
GTS Securities
New York
$297K -$1.7M -58,555 -85%
SFS
314
Strategic Financial Services
New York
$285K +$26.1K +898 +10%
KWA
315
Kingswood Wealth Advisors
California
$279K -$154K -5,313 -36%
EPP
316
ETF Portfolio Partners
Kansas
$275K +$275K +9,460 New
WAP
317
Wealthcare Advisory Partners
Pennsylvania
$274K +$274K +9,436 New
BO
318
Bank OZK
Arkansas
$274K – – –
ACM
319
Andina Capital Management
Utah
$274K -$42.7K -1,469 -13%
HBS
320
Howard Bailey Securities
Indiana
$271K +$271K +9,326 New
NCFG
321
New Century Financial Group
New Jersey
$265K +$265K +9,133 New
Creative Planning
322
Creative Planning
Kansas
$263K -$19.4K -668 -7%
CAG
323
Csenge Advisory Group
Florida
$262K -$114K -4,091 -30%
RFA
324
Resurgent Financial Advisors
Georgia
$261K +$261K +8,967 New
WANY
325
Wealthspire Advisors (New York)
New York
$257K +$7.44K +256 +3%
11 12
13
14 15