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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 %
BTI
351
Blue Trust Inc
Georgia
$10.9K +$8.02K +287 +281%
KFS
352
Kelly Financial Services
Massachusetts
$9.03K -$213K -7,616 -96%
HFS
353
Hantz Financial Services
Michigan
$9K – – –
SAM
354
Smartleaf Asset Management
Massachusetts
$8.35K +$3.41K +122 +69%
GWANC
355
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.31K -$8.54K -306 -54%
CT
356
Clearstead Trust
Maine
$7.15K +$7.15K +256 New
VAG
357
VisionPoint Advisory Group
Texas
$7.04K +$3.35K +120 +91%
CFGS
358
Concourse Financial Group Securities
Alabama
$6.82K +$6.82K +244 New
FAM
359
Family Asset Management
South Carolina
$6.4K – – –
FFA
360
Frazier Financial Advisors
Ohio
$5.83K +$5.24K +188 +895%
HR
361
Howe & Rusling
New York
$5.45K +$5.45K +195 New
First Manhattan
362
First Manhattan
New York
$5.28K – – –
CIBC Private Wealth Group
363
CIBC Private Wealth Group
Georgia
$5.11K +$5.11K +187 New
CA
364
Continuum Advisory
Idaho
$4.49K +$4.49K +167 New
DFA
365
DHJJ Financial Advisors
Illinois
$4K – – –
CAL
366
Capital Analysts LLC
Pennsylvania
$3K – – –
FPB
367
First PREMIER Bank
South Dakota
$3K – – –
ADL
368
Asset Dedication LLC
California
$3K +$3K +99 New
RWPA
369
Richard W. Paul & Associates
Michigan
$2.63K -$70.2K -2,511 -96%
BAM
370
Bellevue Asset Management
Washington
$2.18K – – –
GEA
371
Glen Eagle Advisors
New Jersey
$2.12K – – –
HB
372
Horizon Bancorp
Indiana
$2K -$705 -31 -26%
OSAM
373
O'Shaughnessy Asset Management
Connecticut
$1.7K +$1.7K +61 New
ACM
374
Anfield Capital Management
California
$1.59K +$1.59K +57 New
NP
375
NorthRock Partners
Minnesota
$1.45K -$10.2K -365 -88%
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