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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 %
OCM
451
One Capital Management
California
– -$319K -11,707 Closed
WWS
452
Wellington Wealth Strategies
Indiana
– -$260K -9,566 Closed
QPWM
453
Quadrant Private Wealth Management
Pennsylvania
– -$222K -8,165 Closed
AFA
454
AllGen Financial Advisors
Florida
– -$221K -8,103 Closed
FLA
455
Financial Life Advisors
Texas
– -$218K -7,998 Closed
AC
456
Arjuna Capital
North Carolina
– -$114K -4,202 Closed
VAG
457
VisionPoint Advisory Group
Texas
– -$108K -3,956 Closed
TFF
458
The Family Firm
Maryland
– -$59.7K -2,192 Closed
IAIM
459
International Assets Investment Management
Florida
– -$56.5K -2,074 Closed
CTC
460
Central Trust Company
Missouri
– -$38.1K -1,400 Closed
GWP
461
Gen-Wealth Partners
Michigan
– -$29.2K -1,074 Closed
ATPW
462
Ashton Thomas Private Wealth
Arizona
– -$28K -1,027 Closed
CCM
463
Chilton Capital Management
Texas
– -$21.8K -800 Closed
OP
464
ORG Partners
Indiana
– -$20.9K -783 Closed
BCWM
465
Bartlett & Co Wealth Management
Ohio
– -$12.9K -473 Closed
WAG
466
Wiser Advisor Group
Arizona
– -$11.6K -427 Closed
GI
467
Gradient Investments
Minnesota
– -$8.35K -307 Closed
PP
468
Pacifica Partners
Canada
– -$3.92K -144 Closed
FPF
469
First Pacific Financial
Washington
– -$3.63K -133 Closed
MBFW
470
Morton Brown Family Wealth
Pennsylvania
– -$2.72K -98 Closed
FCAS
471
First Command Advisory Services
Texas
– -$1.42K -52 Closed
NP
472
NorthRock Partners
Minnesota
– -$1.42K -52 Closed
GLR
473
Great Lakes Retirement
Ohio
– -$628 -23 Closed
TSWM
474
Tyler-Stone Wealth Management
Ohio
– -$572 -21 Closed
RIL
475
Rothschild Investment LLC
Illinois
– -$86 -3 Closed
16 17 18
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