SPTL icon

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 %
RIM
76
Redwood Investment Management
Arizona
$10M 344,980 -61,930 -15%
CSPAM
77
Cary Street Partners Asset Management
Virginia
$9.7M 334,090 +5,658 +2%
MG
78
Mather Group
Illinois
$9.64M 332,240 +78,511 +31%
SFS
79
Security Financial Services
Indiana
$9.64M 332,089 +1,015 +0.3%
EH
80
Equitable Holdings
New York
$9.25M 318,725 +101,726 +47%
CIAS
81
CFS Investment Advisory Services
New Jersey
$8.89M 306,219 -24,704 -7%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$8.82M 303,740 +26,789 +10%
IA
83
IFG Advisory
Georgia
$8.68M 299,208 +65,032 +28%
Truist Financial
84
Truist Financial
North Carolina
$8.57M 295,477 -1,577,389 -84%
BFG
85
Buttonwood Financial Group
Missouri
$7.83M 269,701 +3,247 +1%
SFG
86
Snider Financial Group
Washington
$7.31M 252,014 +3,890 +2%
FGA
87
Fortis Group Advisors
New Jersey
$7.31M 236,563 – –
ODIJL
88
One Day In July LLC
Vermont
$7.03M 242,323 +242,323 New
KCM
89
KM Capital Management
Texas
$6.83M 235,350 +77,438 +49%
CL
90
Choreo LLC
Illinois
$6.71M 231,241 -81,713 -26%
PAS
91
Park Avenue Securities
New York
$6.67M 229,815 -194 -0.1%
ARC
92
Advisor Resource Council
Texas
$6.62M 228,204 +228,204 New
FTB
93
First Trust Bank
Bahamas
$6.44M 222,000 +222,000 New
AWS
94
Atria Wealth Solutions
New York
$6.35M 218,806 +43,032 +24%
MAM
95
Madison Asset Management
Wisconsin
$6.23M 214,787 +214,787 New
APA
96
Astoria Portfolio Advisors
New York
$6.18M 220,530 +22,820 +12%
SRSA
97
S.R. Schill & Associates
Washington
$6.04M 208,217 +5,777 +3%
HGA
98
Hobbs Group Advisors
South Carolina
$5.9M 203,224 +203,224 New
FVWA
99
Foster Victor Wealth Advisors
South Carolina
$5.84M 204,624 +11,532 +6%
PS
100
Principal Securities
Iowa
$5.63M 194,071 +194,071 New
2 3
4
5 6