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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 %
SWM
401
Scissortail Wealth Management
Oklahoma
– -$731K -29,651 Closed
HA
402
Herold Advisors
New York
– -$770K -29,429 Closed
PWM
403
Penobscot Wealth Management
Maine
– -$636K -24,332 Closed
JF
404
Jump Financial
Illinois
– -$630K -24,105 Closed
TI
405
Truepoint Inc
Ohio
– -$570K -21,805 Closed
TI
406
Trexquant Investment
Connecticut
– -$517K -19,759 Closed
HF
407
HRT Financial
New York
– -$511K -19,563 Closed
PFG
408
PAX Financial Group
Texas
– -$472K -18,064 Closed
RBFC
409
Roman Butler Fullerton & Co
Missouri
– -$449K -17,360 Closed
MWM
410
Modera Wealth Management
New Jersey
– -$445K -17,000 Closed
TFA
411
Tranquilli Financial Advisor
New Jersey
– -$424K -16,208 Closed
MA
412
MONECO Advisors
Connecticut
– -$423K -16,167 Closed
Renaissance Technologies
413
Renaissance Technologies
New York
– -$418K -16,000 Closed
SW
414
Simplicity Wealth
New Jersey
– -$395K -15,119 Closed
CGFA
415
Colton Groome Financial Advisors
North Carolina
– -$379K -14,491 Closed
TIM
416
Tevis Investment Management
Texas
– -$337K -12,887 Closed
1WM
417
1900 Wealth Management
Texas
– -$291K -11,129 Closed
AFG
418
Atomi Financial Group
New York
– -$276K -10,552 Closed
PFGIA
419
Patriot Financial Group Insurance Agency
Massachusetts
– -$269K -10,278 Closed
FTUS
420
Flow Traders U.S.
New York
– -$239K -9,136 Closed
CWM
421
Centurion Wealth Management
Virginia
– -$236K -9,024 Closed
Susquehanna International Group
422
Susquehanna International Group
Pennsylvania
– -$223K -8,531 Closed
CFB
423
Cullen/Frost Bankers
Texas
– -$43.9K -1,679 Closed
SCA
424
Stonebridge Capital Advisors
Minnesota
– -$38.5K -1,472 Closed
S
425
SignatureFD
Georgia
– -$32.2K -1,230 Closed
14 15 16
17
18