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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 %
LFG
426
Larson Financial Group
Missouri
$328 -$268 -9 -45%
AWM
427
Atticus Wealth Management
Florida
$320 -$262 -9 -45%
OLVIG
428
Oliver Lagore Vanvalin Investment Group
Michigan
$174 -$14.5K -500 -99%
GJIA
429
Glass Jacobson Investment Advisors
Maryland
$146 +$146 +5 New
FGC
430
Financial Gravity Companies
Texas
$145 +$145 +5 New
AWM
431
Aspire Wealth Management
Massachusetts
$115 -$29 -1 -20%
HIA
432
Harbor Investment Advisory
Maryland
$58 – – –
TPCW
433
TD Private Client Wealth
New York
$20 – – –
MFS
434
Mattson Financial Services
Michigan
$14 – – –
NW
435
NewEdge Wealth
Pennsylvania
– -$12.8M -469,932 Closed
SC
436
Sykon Capital
New York
– -$10.9M -399,014 Closed
PWAC
437
Private Wealth Advisors (California)
California
– -$3.9M -146,238 Closed
FHC
438
First Heartland Consultants
Missouri
– -$2.37K -87,131 Closed
VCM
439
Virtue Capital Management
Tennessee
– -$1.63M -59,179 Closed
CST
440
Charles Schwab Trust
Nevada
– -$1.23M -45,133 Closed
RIG
441
RiverFront Investment Group
Virginia
– -$1.08M -39,520 Closed
AWM
442
Axxcess Wealth Management
California
– -$1.07M -39,198 Closed
TWD
443
True Wealth Design
Ohio
– -$575K -21,140 Closed
Vanguard Group
444
Vanguard Group
Pennsylvania
– -$411K -15,086 Closed
EP
445
Edgestream Partners
New Jersey
– -$384K -14,103 Closed
KFS
446
Kelly Financial Services
Massachusetts
– -$371K -13,617 Closed
BWP
447
Balboa Wealth Partners
Arizona
– -$370K -13,582 Closed
MSFS
448
Main Street Financial Solutions
Pennsylvania
– -$355K -13,035 Closed
OWA
449
Outlook Wealth Advisors
Texas
– -$453K -12,972 Closed
XS
450
XR Securities
Illinois
– -$330K -12,109 Closed
16 17
18
19 20