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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 %
AWA
351
Alaska Wealth Advisors
Alaska
$87.8K +$436 +15 +0.5%
HI
352
Horizon Investments
North Carolina
$87K – – –
TCM
353
Tradewinds Capital Management
Washington
$84.6K -$55K -1,893 -39%
CFD
354
Creative Financial Designs
Indiana
$77.3K +$1.92K +66 +3%
WTC
355
WhitTier Trust Company
Nevada
$72.1K – – –
CP
356
Castleview Partners
Texas
$58.1K -$123K -4,248 -68%
National Bank of Canada
357
National Bank of Canada
Quebec, Canada
$57.6K +$57.3K +1,970 +16,417%
BTI
358
Blue Trust Inc
Georgia
$51.1K +$40.4K +1,484 +377%
BA
359
Ballast Advisors
Minnesota
$50.9K – – –
MHR
360
Matthew Hamilton Rosenberg
$50.2K – – –
AF
361
Advisornet Financial
Minnesota
$49.7K – – –
LFA
362
LGT Financial Advisors
Texas
$48.3K -$19.1K -657 -28%
CA
363
Crewe Advisors
Utah
$47.9K -$3.34K -115 -7%
GGI
364
Godsey & Gibb Inc
Virginia
$46.5K +$46.5K +1,598 New
KFI
365
Key Financial Inc
Pennsylvania
$41.3K – – –
MPWT
366
MassMutual Private Wealth & Trust
Connecticut
$40.8K +$34.6K +1,190 +559%
PFG
367
Peterson Financial Group
Iowa
$36.5K +$36.5K +1,256 New
CT
368
Colonial Trust
South Carolina
$36.2K +$20.2K +691 +125%
AFWM
369
Abich Financial Wealth Management
Virginia
$32.3K -$47.4K -1,632 -59%
RS
370
Rakuten Securities
Japan
$29.9K +$233 +8 +0.8%
HFS
371
HBC Financial Services
Washington
$26K +$26K +981 New
SAM
372
Smartleaf Asset Management
Massachusetts
$25.7K +$13.2K +451 +105%
EWA
373
EverSource Wealth Advisors
Alabama
$24.2K +$116 +4 +0.5%
PIA
374
Powell Investment Advisors
Florida
$22.9K +$22.9K +788 New
PFBT
375
Parkside Financial Bank & Trust
Missouri
$21.8K +$21.8K +749 New
13 14
15
16 17