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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 %
DT
326
Diversified Trust
Tennessee
$256K +$256K +8,811 New
BWAM
327
Boyd Watterson Asset Management
Ohio
$245K -$24.4K -841 -9%
Manulife (Manufacturers Life Insurance)
328
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$243K +$243K +8,360 New
Corient Private Wealth
329
Corient Private Wealth
Florida
$243K +$243K +8,342 New
IAA
330
Independent Advisor Alliance
North Carolina
$234K +$234K +8,041 New
EFG
331
Elios Financial Group
Ohio
$230K +$230K +7,925 New
IA
332
IFP Advisors
Florida
$228K -$1.25M -43,053 -85%
PCIA
333
Prime Capital Investment Advisors
Kansas
$225K -$107K -3,694 -32%
PFS
334
Prospera Financial Services
Texas
$218K -$216K -7,420 -50%
BF
335
BOK Financial
Oklahoma
$216K – – –
SIM
336
Stratos Investment Management
Ohio
$214K +$214K +7,360 New
TI
337
TrueMark Investments
Illinois
$209K -$86.2K -2,966 -29%
PW
338
Peninsula Wealth
California
$204K +$204K +7,203 New
HWM
339
HB Wealth Management
Georgia
$201K -$99.7K -3,429 -33%
WWP
340
WR Wealth Planners
Missouri
$183K -$523 -18 -0.3%
CIAS
341
Capital Investment Advisory Services
North Carolina
$155K -$10.6K -366 -6%
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$135K +$93.3K +3,208 +221%
GFPC
343
Global Financial Private Client
Florida
$134K -$79.9K -2,750 -37%
TAM
344
Tucker Asset Management
Colorado
$132K -$34.4K -1,183 -21%
Bank of Montreal
345
Bank of Montreal
Ontario, Canada
$121K -$65.4K -2,241 -35%
EWA
346
EP Wealth Advisors
California
$118K -$81.7K -2,811 -41%
TWC
347
TD Waterhouse Canada
Ontario, Canada
$115K -$10.4K -358 -8%
RWPA
348
Richard W. Paul & Associates
Michigan
$113K -$21.3K -734 -16%
AF
349
Allworth Financial
California
$108K -$123K -4,243 -53%
Simplex Trading
350
Simplex Trading
Illinois
$92K +$77.7K +2,690 +545%
12 13
14
15 16