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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
ACA
76
Aptus Capital Advisors
Alabama
$8.73M +$8.71M +311,802 +50,865%
AWS
77
Atria Wealth Solutions
New York
$8.71M +$2.6M +92,964 +42%
EH
78
Equitable Holdings
New York
$8.69M -$217K -7,763 -2%
CIAS
79
CFS Investment Advisory Services
New Jersey
$8.14M -$418K -14,953 -5%
GG
80
GenWealth Group
New Jersey
$7.81M -$5.89M -210,676 -43%
BFG
81
Buttonwood Financial Group
Missouri
$7.59M +$52.1K +1,863 +0.7%
AFA
82
AllGen Financial Advisors
Florida
$7.46M -$7.2M -257,787 -49%
FVWA
83
Foster Victor Wealth Advisors
South Carolina
$7.46M +$2.02M +75,870 +37%
MPW
84
MA Private Wealth
California
$7.24M -$2.52M -90,249 -26%
RIM
85
Redwood Investment Management
Arizona
$6.92M -$2.72M -97,384 -28%
PAS
86
Park Avenue Securities
New York
$6.89M +$471K +16,861 +7%
GAG
87
Goodman Advisory Group
Massachusetts
$6.86M -$7.92M -283,288 -54%
VAS
88
Vestmark Advisory Solutions
Massachusetts
$6.86M +$2.04M +73,115 +42%
TFA
89
Transamerica Financial Advisors
Florida
$6.56M +$4.81M +172,218 +275%
IA
90
IFG Advisory
Georgia
$6.5M -$1.86M -66,407 -22%
CL
91
Choreo LLC
Illinois
$6.45M -$12.2K -436 -0.2%
SWP
92
Stratos Wealth Partners
Ohio
$6.33M +$1.58M +56,449 +33%
SRSA
93
S.R. Schill & Associates
Washington
$6.06M +$238K +8,534 +4%
NHFG
94
New Harbor Financial Group
Massachusetts
$5.96M +$1.16M +41,499 +24%
MAM
95
Madison Asset Management
Wisconsin
$5.94M -$60.8K -2,175 -1%
Truist Financial
96
Truist Financial
North Carolina
$5.9M -$2.36M -84,373 -29%
APA
97
Astoria Portfolio Advisors
New York
$5.62M -$190K -7,196 -3%
RVM
98
Robinson Value Management
Texas
$5.33M +$53.1K +1,901 +1%
KCM
99
KM Capital Management
Texas
$5.3M -$1.28M -45,796 -19%
ACM
100
Andina Capital Management
Utah
$5.29M +$568K +20,325 +12%
2 3
4
5 6