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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 %
Bank of Nova Scotia
401
Bank of Nova Scotia
Ontario, Canada
– -$1.88M -64,690 Closed
SW
402
SteelPeak Wealth
California
– -$868K -29,899 Closed
HT
403
Headlands Technologies
Illinois
– -$744K -25,653 Closed
IF
404
Intrua Financial
Texas
– -$690K -23,769 Closed
CCWA
405
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$677K -23,313 Closed
BRWA
406
B. Riley Wealth Advisors
Florida
– -$592K -20,409 Closed
AAM
407
American Asset Management
Florida
– -$518K -17,856 Closed
FFN
408
Focus Financial Network
Minnesota
– -$511K -17,619 Closed
AWM
409
Axxcess Wealth Management
California
– -$457K -15,741 Closed
LAS
410
Lloyd Advisory Services
Georgia
– -$440K -15,153 Closed
CCM
411
Crabel Capital Management
California
– -$436K -15,035 Closed
OWMIAS
412
One Wealth Management Investment & Advisory Services
Florida
– -$389K -13,404 Closed
LEFP
413
Leading Edge Financial Planning
Tennessee
– -$327K -11,265 Closed
Northern Trust
414
Northern Trust
Illinois
– -$311K -10,717 Closed
WWS
415
Wellington Wealth Strategies
Indiana
– -$283K -9,735 Closed
Mercer Global Advisors
416
Mercer Global Advisors
Colorado
– -$272K -9,362 Closed
RJT
417
Raymond James Trust
Florida
– -$233K -8,029 Closed
CA
418
Calton & Associates
Florida
– -$226K -7,782 Closed
Jane Street
419
Jane Street
New York
– -$214K -7,387 Closed
WF
420
Wayfinding Financial
Washington
– -$204K -7,057 Closed
FPW
421
Flagship Private Wealth
Massachusetts
– -$200K -6,906 Closed
GFPC
422
Global Financial Private Client
Florida
– -$96K -3,308 Closed
OP
423
ORG Partners
Indiana
– -$42K -1,447 Closed
PFBT
424
Parkside Financial Bank & Trust
Missouri
– -$40K -1,380 Closed
CIR
425
Clear Investment Research
Georgia
– -$38.4K -1,322 Closed
14 15 16
17
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