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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

389 hedge funds and large institutions have $8.74B invested in SPDR Portfolio Long Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 164 increasing their positions, 138 reducing their positions, and 50 closing their positions.

Holders
389
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
5.64%
Holding in Top 10
27
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.86%
% of All Funds
0.39%
New
60
Increased
164
Reduced
138
Closed
50
Calls
$712K
Puts
$302K
Net Calls
+$410K
Net Calls Change
-$3.8M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$345M
2
Goldman Sachs
2
Goldman Sachs
New York
$195M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$325M
4
Bank of America
4
Bank of America
North Carolina
$449M
5
State Street
5
State Street
Massachusetts
$1.38B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$91.1M
2
VFA
2
Voya Financial Advisors
Connecticut
$51.2M
3
HWM
3
Horizon Wealth Management
Illinois
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.02M
5
CA
5
CoreCap Advisors
Michigan
$3.02M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
26
RFG Advisory
Alabama
$43.4M 1,552,258 +564,109 +57%
Osaic Holdings
27
Osaic Holdings
Arizona
$42.8M 1,531,345 -231,933 -13%
ST
28
Spinnaker Trust
Maine
$40.2M 1,437,370 -53,126 -4%
FHA
29
Flagship Harbor Advisors
Massachusetts
$38.5M 1,379,733 +1,227,750 +808%
LOIM
30
Liberty One Investment Management
Illinois
$37.9M 1,355,041 +22,441 +2%
CAN
31
Cetera Advisor Networks
California
$34.6M 1,237,986 -58,158 -4%
RJA
32
Raymond James & Associates
Florida
$34.1M 1,222,226 +79,992 +7%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$31.3M 1,120,305 +325,259 +41%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$29M 1,037,430 +1,037,430 New
Charles Schwab
35
Charles Schwab
California
$28.7M 1,026,870 +172,983 +20%
EWA
36
ERTS Wealth Advisors
Michigan
$28.6M 1,022,220 +1,022,220 New
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$26.3M 942,062 +396,138 +73%
Wells Fargo
38
Wells Fargo
California
$25.1M 897,890 -240,499 -21%
HPG
39
Harvest Portfolios Group
Ontario, Canada
$24.8M 888,028 +355,150 +67%
ML
40
McAdam LLC
Pennsylvania
$24.5M 878,550 +53,477 +6%
AA
41
Advisory Alpha
Michigan
$22.8M 817,265 +817,265 New
ODIJL
42
One Day In July LLC
Vermont
$22.5M 806,585 +564,262 +233%
GP
43
Girard Partners
Pennsylvania
$21.2M 757,627 +257,784 +52%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$20.5M 735,246 +360,720 +96%
PAG
45
Private Advisor Group
New Jersey
$20.2M 724,391 -172,500 -19%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$20.1M 720,844 +128,338 +22%
OBWP
47
O'Brien Wealth Partners
Massachusetts
$20M 717,206 +85,279 +13%
AWM
48
AE Wealth Management
Kansas
$20M 714,500 -611,718 -46%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$19M 680,621 – –
MC
50
McMorgan & Co
California
$18.4M 660,173 -7,433 -1%
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