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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 %
HFS
351
Hantz Financial Services
Michigan
$9K -$15.1K -547 -63%
RIM
352
Rockbridge Investment Management
New York
$7.55K +$7.55K +260 New
FAM
353
Family Asset Management
South Carolina
$6.65K +$6.65K +229 New
AWM
354
Atticus Wealth Management
Florida
$6.5K -$186K -6,402 -97%
First Manhattan
355
First Manhattan
New York
$5.48K – – –
AAP
356
Arax Advisory Partners
Colorado
$5.2K +$5.2K +179 New
SAM
357
Smartleaf Asset Management
Massachusetts
$5.17K +$5.17K +177 New
TAM
358
Tucker Asset Management
Colorado
$4.96K – – –
William Blair & Company
359
William Blair & Company
Illinois
$4.27K -$9.2K -317 -68%
DFA
360
DHJJ Financial Advisors
Illinois
$4.15K – – –
VAG
361
VisionPoint Advisory Group
Texas
$3.83K -$26.8K -925 -88%
LFG
362
Larson Financial Group
Missouri
$3.66K -$174 -6 -5%
MHR
363
Matthew Hamilton Rosenberg
$3.45K – – –
HB
364
Horizon Bancorp
Indiana
$3K -$1.51K -60 -34%
FPB
365
First PREMIER Bank
South Dakota
$3K – – –
CAL
366
Capital Analysts LLC
Pennsylvania
$3K +$2K +72 +200%
BTI
367
Blue Trust Inc
Georgia
$3K +$3K +102 New
GJIA
368
Glass Jacobson Investment Advisors
Maryland
$2.47K – – –
SIS
369
Sound Income Strategies
Florida
$2.38K +$2.38K +82 New
NFSG
370
Newbridge Financial Services Group
Florida
$2.29K -$7.85K -271 -77%
BAM
371
Bellevue Asset Management
Washington
$2.26K – – –
GEA
372
Glen Eagle Advisors
New Jersey
$2.21K – – –
AWM
373
Able Wealth Management
New Jersey
$1.66K +$1.66K +57 New
IHWM
374
Iron Horse Wealth Management
Iowa
$929 – – –
FFO
375
Fortitude Family Office
Arizona
$929 +$929 +32 New
13 14
15
16 17