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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 %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$17.2M 592,506 +572,490 +2,860%
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$15.8M 545,924 +69,365 +15%
AA
53
ACT Advisors
North Carolina
$15.8M 545,905 +545,905 New
HPG
54
Harvest Portfolios Group
Ontario, Canada
$15.5M 532,878 +505,678 +1,859%
GAG
55
Goodman Advisory Group
Massachusetts
$15.3M 528,942 -34,934 -6%
AFA
56
AllGen Financial Advisors
Florida
$15.2M 524,864 -268,579 -34%
AT
57
Arden Trust
Delaware
$15.1M 518,764 +45,082 +10%
FAG
58
Financial Advisory Group
Texas
$14.8M 511,177 +34,997 +7%
GP
59
Girard Partners
Pennsylvania
$14.5M 499,843 +499,843 New
GG
60
GenWealth Group
New Jersey
$14.2M 490,264 +421,228 +610%
WWA
61
WCG Wealth Advisors
Nevada
$13.9M 480,138 +385,107 +405%
LMIM
62
Lockheed Martin Investment Management
Maryland
$13.7M 473,700 – –
AWE
63
Avidian Wealth Enterprises
Texas
$13.6M 467,010 +34,262 +8%
Citigroup
64
Citigroup
New York
$13.3M 456,637 -233,930 -34%
Mariner
65
Mariner
Kansas
$12.9M 444,682 +75,851 +21%
SPIA
66
Steward Partners Investment Advisory
New York
$12.4M 427,152 +217,594 +104%
STA
67
Summit Trail Advisors
New York
$12.2M 422,103 -430,260 -50%
MA
68
Mutual Advisors
Nebraska
$12.2M 420,835 +396,631 +1,639%
NW
69
NewEdge Wealth
Pennsylvania
$11.7M 402,236 +402,236 New
GAG
70
GM Advisory Group
New York
$11.4M 393,390 +70,346 +22%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$10.9M 374,526 -38,352 -9%
SC
72
Sykon Capital
New York
$10.8M 372,634 +372,634 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$10.5M 361,972 +317,884 +721%
PWP
74
PrairieView Wealth Partners
Illinois
$10.4M 358,206 +358,206 New
MPW
75
MA Private Wealth
California
$10.1M 349,353 +269,089 +335%
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