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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

406 hedge funds and large institutions have $9.38B invested in SPDR Portfolio Long Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 199 increasing their positions, 107 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+17
Holders Change %
+4.37%
% of All Funds
5.91%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.38%
New
73
Increased
199
Reduced
107
Closed
49
Calls
$729K
Puts
$33K
Net Calls
+$696K
Net Calls Change
+$286K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$385M
2
State Street
2
State Street
Massachusetts
$1.5B
3
MSA
3
Mason Street Advisors
Wisconsin
$101M
4
APP
4
Avantax Planning Partners
Iowa
$98.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$1.12B

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$11.6M
2
TCM
2
Tradewinds Capital Management
Washington
$131K
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$0
4
RJA
4
Raymond James & Associates
Florida
$16.5M
5
AIA
5
Alera Investment Advisors
Illinois
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
401
Rothschild Investment LLC
Illinois
$86 +$86 +3 New
SSB
402
Sandy Spring Bank
Maryland
$82 +$82 +3 New
HIA
403
Harbor Investment Advisory
Maryland
$54 – – –
SC
404
Swan Capital
Florida
$54 +$54 +2 New
TPCW
405
TD Private Client Wealth
New York
$18 +$18 +1 New
MFS
406
Mattson Financial Services
Michigan
$14 +$14 +1 New
Neuberger Berman Group
407
Neuberger Berman Group
New York
– -$19M -680,621 Closed
FFM
408
Forum Financial Management
Illinois
– -$4.48M -160,436 Closed
CWMGP
409
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– -$4.44M -158,975 Closed
PCM
410
Penserra Capital Management
California
– -$3.62M -129,516 Closed
KFGK
411
Keystone Financial Group (Kentucky)
Kentucky
– -$3.55M -127,030 Closed
Citadel Advisors
412
Citadel Advisors
Florida
– -$3.02M -108,030 Closed
LNC
413
Lincoln National Corp
Pennsylvania
– -$2.67M -95,706 Closed
CBFP
414
Cedar Brook Financial Partners
Ohio
– -$1.64M -58,701 Closed
RW
415
Rede Wealth
Virginia
– -$1.08M -38,616 Closed
OWA
416
One Wealth Advisors
California
– -$706K -25,254 Closed
WWM
417
Western Wealth Management
Colorado
– -$698K -24,975 Closed
SAW
418
Signal Advisors Wealth
Michigan
– -$689K -24,675 Closed
CF
419
Centaurus Financial
California
– -$648K -23,205 Closed
GWP
420
Gateway Wealth Partners
Wisconsin
– -$646K -23,113 Closed
EFG
421
Ehrlich Financial Group
California
– -$543K -19,451 Closed
TFA
422
Teamwork Financial Advisors
Texas
– -$512K -18,321 Closed
KP
423
Keel Point
Alabama
– -$407K -14,556 Closed
OFG
424
OmniStar Financial Group
North Carolina
– -$356K -12,758 Closed
VWM
425
VCI Wealth Management
Missouri
– -$353K -12,629 Closed
15 16
17
18 19