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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 %
SFS
76
Security Financial Services
Indiana
$9.9M 363,748 +37,321 +11%
CCA
77
Checchi Capital Advisers
California
$9.86M 362,079 -57,929 -14%
EH
78
Equitable Holdings
New York
$9.54M 350,508 +39,546 +13%
RIM
79
Redwood Investment Management
Arizona
$9.53M 349,932 +102,336 +41%
AWS
80
Atria Wealth Solutions
New York
$9.38M 344,692 +32,922 +11%
SWA
81
Stratos Wealth Advisors
Ohio
$8.91M 327,349 +327,349 New
CIAS
82
CFS Investment Advisory Services
New Jersey
$8.68M 318,919 +27,653 +9%
PAS
83
Park Avenue Securities
New York
$8.56M 314,522 +67,846 +28%
SRSA
84
S.R. Schill & Associates
Washington
$8.09M 297,192 +80,441 +37%
GG
85
GenWealth Group
New Jersey
$7.97M 292,903 +13,315 +5%
FVWA
86
Foster Victor Wealth Advisors
South Carolina
$7.88M 282,704 +2,210 +0.8%
HW
87
Hedeker Wealth
Illinois
$7.86M 288,576 +125,739 +77%
BFG
88
Buttonwood Financial Group
Missouri
$7.57M 283,705 +12,141 +4%
PCM
89
Permanent Capital Management
Illinois
$7.09M 266,864 +266,864 New
Truist Financial
90
Truist Financial
North Carolina
$6.77M 248,785 +37,681 +18%
IA
91
IFG Advisory
Georgia
$6.64M 243,849 +11,048 +5%
GAG
92
Goodman Advisory Group
Massachusetts
$6.51M 239,298 -6,356 -3%
KF
93
Krilogy Financial
Missouri
$6.43M 236,099 +112,827 +92%
TFA
94
Transamerica Financial Advisors
Florida
$6.39M 234,805 – –
CCFM
95
Clear Creek Financial Management
Washington
$6.35M 233,280 +213,623 +1,087%
SWP
96
Stratos Wealth Partners
Ohio
$6.3M 231,603 +4,877 +2%
VAS
97
Vestmark Advisory Solutions
Massachusetts
$6.13M 225,194 -20,175 -8%
CL
98
Choreo LLC
Illinois
$5.84M 218,606 -12,199 -5%
HGA
99
Hobbs Group Advisors
South Carolina
$5.64M 207,348 +207,348 New
MAM
100
Madison Asset Management
Wisconsin
$5.6M 205,879 -6,733 -3%
2 3
4
5 6