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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 %
CAM
376
Creekmur Asset Management
Illinois
$726 +$726 +25 New
BWL
377
Bogart Wealth LLC
Virginia
$667 – – –
FFA
378
Frazier Financial Advisors
Ohio
$624 +$624 +21 New
TSWM
379
Tyler-Stone Wealth Management
Ohio
$609 – – –
Fifth Third Bancorp
380
Fifth Third Bancorp
Ohio
$464 -$58 -2 -11%
National Bank of Canada
381
National Bank of Canada
Quebec, Canada
$346 – – –
CIA
382
Cape Investment Advisory
Georgia
$290 +$290 +10 New
AWM
383
Aspire Wealth Management
Massachusetts
$251 – – –
NC
384
NewSquare Capital
Pennsylvania
$203 – – –
HIA
385
Harbor Investment Advisory
Maryland
$58 – – –
KA
386
Kozak & Associates
Colorado
$50 -$30.3K -1,211 -100%
AA
387
Ancora Advisors
Ohio
$29 +$29 +1 New
Goldman Sachs
388
Goldman Sachs
New York
– -$112M -4,300,000 Closed
DF
389
Donoghue Forlines
Massachusetts
– -$20.8M -797,025 Closed
IG
390
ING Group
Netherlands
– -$6.9M -263,800 Closed
WAM
391
WNY Asset Management
New York
– -$6.7M -256,265 Closed
TC
392
Trilogy Capital
California
– -$6.24M -238,444 Closed
TSS
393
Two Sigma Securities
New York
– -$3.42M -130,713 Closed
FD
394
Financial Designs
California
– -$3.16M -120,699 Closed
Koshinski Asset Management
395
Koshinski Asset Management
Illinois
– -$2.37M -90,507 Closed
BA
396
Bridge Advisory
California
– -$1.7M -65,038 Closed
GS
397
GTS Securities
New York
– -$1.58M -60,257 Closed
GAA
398
Global Assets Advisory
Florida
– -$1.02M -39,118 Closed
LA
399
Latitude Advisors
Florida
– -$942K -36,006 Closed
AWA
400
Arkadios Wealth Advisors
Georgia
– -$797K -30,483 Closed
14 15
16
17 18