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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 %
GWSA
376
Global Wealth Strategies & Associates
Colorado
$1.37K +$1.37K +49 New
RIA
377
Realta Investment Advisors
Delaware
$1.37K +$1.37K +49 New
IHWM
378
Iron Horse Wealth Management
Iowa
$894 – – –
CAM
379
Creekmur Asset Management
Illinois
$699 – – –
BWL
380
Bogart Wealth LLC
Virginia
$643 – – –
SIS
381
Sound Income Strategies
Florida
$587 -$1.71K -61 -74%
LFG
382
Larson Financial Group
Missouri
$561 -$2.97K -106 -84%
AWM
383
Atticus Wealth Management
Florida
$559 -$5.7K -204 -91%
M
384
MOTCO
Texas
$335 +$335 +12 New
OC
385
Oakworth Capital
Alabama
$251 +$251 +9 New
BNP Paribas Financial Markets
386
BNP Paribas Financial Markets
France
$224 -$501K -17,892 -100%
NL
387
NVWM LLC
Pennsylvania
$224 +$224 +8 New
AWM
388
Aspire Wealth Management
Massachusetts
$187 -$53 -2 -22%
AWM
389
Avior Wealth Management
Nebraska
$167 +$167 +6 New
HIA
390
Harbor Investment Advisory
Maryland
$56 – – –
HWM
391
Horizon Wealth Management
Illinois
– -$26.8M -924,969 Closed
AA
392
ACT Advisors
North Carolina
– -$15.8M -545,905 Closed
PWP
393
PrairieView Wealth Partners
Illinois
– -$10.4M -358,206 Closed
FGA
394
Fortis Group Advisors
New Jersey
– -$7.31M -236,563 Closed
FTB
395
First Trust Bank
Bahamas
– -$6.44M -222,000 Closed
PFA
396
Peak Financial Advisors
Colorado
– -$5.32M -183,328 Closed
BIP
397
Blueprint Investment Partners
North Carolina
– -$5.1M -175,744 Closed
WAP
398
Wealthcare Advisory Partners
Pennsylvania
– -$4.8M -165,541 Closed
SA
399
Strategic Advocates
Utah
– -$4.74M -163,403 Closed
RL
400
Retireful LLC
Michigan
– -$3.41M -117,471 Closed
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