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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.

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 Market Value Shares Shares
Change 		Shares
Change %
GVAG
26
Great Valley Advisor Group
Delaware
$70.3M 2,418,679 +519,535 +27%
SWIG
27
Strategic Wealth Investment Group
Kentucky
$70M 2,400,072 +898,755 +60%
OIA
28
OneDigital Investment Advisors
Kansas
$65.2M 2,241,155 +1,193 +0.1%
LMIM
29
Lockheed Martin Investment Management
Maryland
$60.6M 2,085,900 +597,400 +40%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$58.7M 2,018,736 +305,734 +18%
VFA
31
Voya Financial Advisors
Connecticut
$52.5M 1,800,174 -71,353 -4%
ODIJL
32
One Day In July LLC
Vermont
$51.3M 1,766,288 +341,142 +24%
RA
33
RFG Advisory
Alabama
$50.7M 1,744,100 -179,382 -9%
Osaic Holdings
34
Osaic Holdings
Arizona
$46.2M 1,589,915 +349,719 +28%
Wells Fargo
35
Wells Fargo
California
$42.6M 1,465,233 -138,302 -9%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$41.4M 1,425,584 +235,829 +20%
LOIM
37
Liberty One Investment Management
Illinois
$38.4M 1,321,772 -30,265 -2%
AWM
38
AE Wealth Management
Kansas
$37.3M 1,282,682 +486,946 +61%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$34.4M 1,182,691 +703,115 +147%
ST
40
Spinnaker Trust
Maine
$33.9M 1,167,022 -266,718 -19%
Ameriprise
41
Ameriprise
Minnesota
$33.2M 1,141,937 +205,967 +22%
EWA
42
ERTS Wealth Advisors
Michigan
$32.7M 1,126,350 +18,435 +2%
Charles Schwab
43
Charles Schwab
California
$29.5M 1,014,114 +4,802 +0.5%
AA
44
Advisory Alpha
Michigan
$28.2M 970,739 +133,489 +16%
PS
45
Principal Securities
Iowa
$25.9M 891,373 +214,201 +32%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$25.7M 883,573 +299,218 +51%
GAG
47
GM Advisory Group
New York
$24.1M 829,692 +138,662 +20%
FHA
48
Flagship Harbor Advisors
Massachusetts
$23.7M 815,849 +815,849 New
HPG
49
Harvest Portfolios Group
Ontario, Canada
$23.5M 807,937 +224,857 +39%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$23.3M 802,417 +36,422 +5%
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