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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

387 hedge funds and large institutions have $8.08B invested in SPDR Portfolio Long Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 53 closing their positions.

Holders
387
Holders Change
+53
Holders Change %
+15.87%
% of All Funds
5.67%
Holding in Top 10
35
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+94.44%
% of All Funds
0.51%
New
107
Increased
148
Reduced
111
Closed
53
Calls
$5.59M
Puts
$1.38M
Net Calls
+$4.21M
Net Calls Change
+$5.98M

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$110M
2
SCM
2
SCS Capital Management
Massachusetts
$103M
3
VFA
3
Voya Financial Advisors
Connecticut
$90.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.04B
5
State Street
5
State Street
Massachusetts
$1.33B

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
SF
2
Synovus Financial
Georgia
$663K
3
Truist Financial
3
Truist Financial
North Carolina
$8.57M
4
GI
4
Gradient Investments
Minnesota
$149K
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$4.41M
Name Market Value Shares Shares
Change 		Shares
Change %
GVAG
26
Great Valley Advisor Group
Delaware
$36.2M 1,247,399 +265,719 +27%
AssetMark Inc
27
AssetMark Inc
California
$35.6M 1,226,741 -71,892 -6%
RJA
28
Raymond James & Associates
Florida
$33.1M 1,142,234 +1,087,949 +2,004%
Wells Fargo
29
Wells Fargo
California
$33M 1,138,389 +362,133 +47%
Citadel Advisors
30
Citadel Advisors
Florida
$29.9M 1,030,727 +980,828 +1,966%
SWIG
31
Strategic Wealth Investment Group
Kentucky
$28.8M 993,248 +73,891 +8%
RA
32
RFG Advisory
Alabama
$28.7M 988,149 -258,294 -21%
HWM
33
Horizon Wealth Management
Illinois
$26.8M 924,969 +924,969 New
PAG
34
Private Advisor Group
New Jersey
$26M 896,891 -287,045 -24%
Charles Schwab
35
Charles Schwab
California
$24.8M 853,887 +489 +0.1%
IC
36
Innealta Capital
Texas
$24M 828,403 +828,403 New
ML
37
McAdam LLC
Pennsylvania
$23.9M 825,073 +345,386 +72%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$23.8M 818,409 +78,444 +11%
CCA
39
Checchi Capital Advisers
California
$23.1M 796,843 +796,843 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$23.1M 795,046 +302,775 +62%
WP
41
WealthSource Partners
California
$22.8M 784,456 -58,385 -7%
Ameriprise
42
Ameriprise
Minnesota
$22.1M 759,394 +3,423 +0.5%
CA
43
CoreCap Advisors
Michigan
$21.6M 743,499 +155,667 +26%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$19.8M 680,621 +680,621 New
AIA
45
Alera Investment Advisors
Illinois
$19.6M 675,533 +675,533 New
MC
46
McMorgan & Co
California
$19.4M 667,606 +74,505 +13%
OBWP
47
O'Brien Wealth Partners
Massachusetts
$18.3M 631,927 -261,331 -29%
SFP
48
Shepherd Financial Partners
Massachusetts
$18.2M 627,958 +627,958 New
TVAMP
49
Tennessee Valley Asset Management Partners
Tennessee
$17.7M 608,938 +305,048 +100%
IWC
50
Integrated Wealth Concepts
Massachusetts
$17.5M 604,509 +29,248 +5%
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