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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

406 hedge funds and large institutions have $9.38B invested in SPDR Portfolio Long Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 199 increasing their positions, 107 reducing their positions, and 49 closing their positions.

Holders
406
Holders Change
+17
Holders Change %
+4.37%
% of All Funds
5.91%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.38%
New
73
Increased
199
Reduced
107
Closed
49
Calls
$729K
Puts
$33K
Net Calls
+$696K
Net Calls Change
+$286K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$385M
2
State Street
2
State Street
Massachusetts
$1.5B
3
MSA
3
Mason Street Advisors
Wisconsin
$101M
4
APP
4
Avantax Planning Partners
Iowa
$98.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$1.12B

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$11.6M
2
TCM
2
Tradewinds Capital Management
Washington
$131K
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$0
4
RJA
4
Raymond James & Associates
Florida
$16.5M
5
AIA
5
Alera Investment Advisors
Illinois
$2.01M
Name Market Value Shares Shares
Change 		Shares
Change %
VFA
26
Voya Financial Advisors
Connecticut
$51.8M 1,871,527 +39,587 +2%
GVAG
27
Great Valley Advisor Group
Delaware
$51.7M 1,899,144 +242,867 +15%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$46.6M 1,713,002 +1,330,135 +347%
Wells Fargo
29
Wells Fargo
California
$43.6M 1,603,535 +705,645 +79%
LMIM
30
Lockheed Martin Investment Management
Maryland
$40.5M 1,488,500 +1,014,800 +214%
SWIG
31
Strategic Wealth Investment Group
Kentucky
$40.1M 1,501,317 +1,501,317 New
ST
32
Spinnaker Trust
Maine
$39M 1,433,740 -3,630 -0.3%
ODIJL
33
One Day In July LLC
Vermont
$38.8M 1,425,146 +618,561 +77%
LOIM
34
Liberty One Investment Management
Illinois
$36.8M 1,352,037 -3,004 -0.2%
Osaic Holdings
35
Osaic Holdings
Arizona
$33.8M 1,240,196 -291,149 -19%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$32.4M 1,189,755 +247,693 +26%
EWA
37
ERTS Wealth Advisors
Michigan
$30.2M 1,107,915 +85,695 +8%
Charles Schwab
38
Charles Schwab
California
$27.5M 1,009,312 -17,558 -2%
Ameriprise
39
Ameriprise
Minnesota
$25.5M 935,970 +436,201 +87%
ML
40
McAdam LLC
Pennsylvania
$24.8M 910,935 +32,385 +4%
AA
41
Advisory Alpha
Michigan
$22.8M 837,250 +19,985 +2%
GP
42
Girard Partners
Pennsylvania
$21.7M 799,044 +41,417 +5%
AWM
43
AE Wealth Management
Kansas
$21.7M 795,736 +81,236 +11%
NA
44
NewEdge Advisors
Louisiana
$21M 772,467 +592,976 +330%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$20.9M 765,995 +45,151 +6%
OBWP
46
O'Brien Wealth Partners
Massachusetts
$20.8M 765,444 +48,238 +7%
PAG
47
Private Advisor Group
New Jersey
$19.5M 716,031 -8,360 -1%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$19M 699,745 -420,560 -38%
GAG
49
GM Advisory Group
New York
$18.8M 691,030 +197,048 +40%
MC
50
McMorgan & Co
California
$18.5M 681,378 +21,205 +3%
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