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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 %
FAM
401
Family Asset Management
South Carolina
$6.31K – – –
DFA
402
DHJJ Financial Advisors
Illinois
$4.16K – – –
FFA
403
Founders Financial Alliance
North Carolina
$3.63K – – –
CAL
404
Capital Analysts LLC
Pennsylvania
$3K -$1.43K -52 -32%
FPB
405
First PREMIER Bank
South Dakota
$3K – – –
BAM
406
Bellevue Asset Management
Washington
$2.27K – – –
EB
407
Eastern Bank
Massachusetts
$2.27K +$2.27K +78 New
GEA
408
Glen Eagle Advisors
New Jersey
$2.21K – – –
TSMHT
409
Thurston Springer Miller Herd & Titak
Indiana
$2.11K – – –
OSAM
410
O'Shaughnessy Asset Management
Connecticut
$1.7K -$1.14K -41 -40%
ACM
411
Anfield Capital Management
California
$1.66K – – –
SIS
412
Sound Income Strategies
Florida
$1.55K +$1.55K +53 New
RFG
413
REAP Financial Group
Texas
$1.45K -$2.97K -102 -67%
PMFA
414
Plante Moran Financial Advisors
Michigan
$1.08K +$1.08K +37 New
RIA
415
Realta Investment Advisors
Delaware
$1.06K -$307 -11 -22%
IHWM
416
Iron Horse Wealth Management
Iowa
$930 – – –
PWA
417
Provenance Wealth Advisors
Florida
$930 +$930 +32 New
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$872 +$872 +30 New
FDCDDQ
419
Federation des caisses Desjardins du Quebec
Quebec, Canada
$785 +$785 +27 New
CAM
420
Creekmur Asset Management
Illinois
$727 – – –
LIS
421
Legacy Investment Solutions
Idaho
$724 +$724 +27 New
LWMI
422
Legacy Wealth Management (Idaho)
Idaho
$724 +$724 +27 New
FCM
423
Fourpath Capital Management
Oklahoma
$465 +$465 +16 New
DWM
424
Darwin Wealth Management
Florida
$407 +$407 +14 New
GSEP
425
Golden State Equity Partners
California
$377 +$377 +13 New
15 16
17
18 19