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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 %
HGERS
376
Householder Group Estate & Retirement Specialist
Arizona
$21K -$783 -28 -4%
FMP
377
Financial Management Professionals
Texas
$21K – – –
Toronto Dominion Bank
378
Toronto Dominion Bank
Ontario, Canada
$19.9K -$52.6K -1,808 -73%
OWP
379
ORG Wealth Partners
Texas
$19.4K +$19.4K +668 New
AW
380
Avion Wealth
Texas
$19K -$12.6K -455 -40%
HNB
381
Huntington National Bank
Ohio
$17.8K -$34.7K – –
FFO
382
Fortitude Family Office
Arizona
$17.2K +$17.2K +590 New
UCI
383
Uncommon Cents Investing
Wisconsin
$16.5K +$16.5K +569 New
NS
384
NBC Securities
Alabama
$14K +$14K +513 New
SHF
385
Safe Harbor Fiduciary
Florida
$13.2K +$13.2K +455 New
ADL
386
Asset Dedication LLC
California
$12.8K +$12.8K +441 New
CIBC Private Wealth Group
387
CIBC Private Wealth Group
Georgia
$11.7K +$11.7K +403 New
BL
388
Balentine LLC
Georgia
$11.3K +$11.3K +388 New
AWM
389
Avior Wealth Management
Nebraska
$11.3K +$11.3K +387 New
BWL
390
Bogart Wealth LLC
Virginia
$11.1K +$10.4K +358 +1,557%
FAM
391
Flaharty Asset Management
Florida
$9.97K +$9.97K +343 New
CA
392
Continuum Advisory
Idaho
$9.66K +$3.96K +147 +69%
William Blair & Company
393
William Blair & Company
Illinois
$9.54K -$16.4K -565 -63%
SWM
394
Spire Wealth Management
Virginia
$8.55K – – –
NCM
395
Northwest Capital Management
Oregon
$7.85K +$7.85K +270 New
GWANC
396
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.75K -$3.75K -129 -33%
CT
397
Clearstead Trust
Maine
$7.44K – – –
TPW
398
Talon Private Wealth
Florida
$7.18K +$7.18K +247 New
OC
399
Oakworth Capital
Alabama
$6.63K +$2.21K +76 +50%
WSFS
400
Wilmington Savings Fund Society
Delaware
$6.48K +$6.48K +223 New
14 15
16
17 18