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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 %
RJA
76
Raymond James & Associates
Florida
$13.8M 473,096 -132,014 -22%
MA
77
Mutual Advisors
Nebraska
$12.8M 465,147 +7,030 +2%
MPW
78
MA Private Wealth
California
$12.2M 420,887 +56,770 +16%
RIM
79
Redwood Investment Management
Arizona
$12.1M 418,096 +68,164 +19%
IA
80
IFG Advisory
Georgia
$12M 413,882 +170,033 +70%
AWS
81
Atria Wealth Solutions
New York
$12M 412,208 +67,516 +20%
SFS
82
Security Financial Services
Indiana
$11.7M 401,452 +37,704 +10%
SFP
83
Shepherd Financial Partners
Massachusetts
$10.9M 375,689 +935 +0.2%
CSPAM
84
Cary Street Partners Asset Management
Virginia
$10.8M 371,299 -7,907 -2%
CIAS
85
CFS Investment Advisory Services
New Jersey
$10.1M 345,936 +27,017 +8%
SWA
86
Stratos Wealth Advisors
Ohio
$10M 345,071 +17,722 +5%
JF
87
Jump Financial
Illinois
$9.6M 330,104 +330,104 New
PAS
88
Park Avenue Securities
New York
$9.42M 324,056 +9,534 +3%
EH
89
Equitable Holdings
New York
$9.14M 314,297 -36,211 -10%
PA
90
PFG Advisors
Arizona
$9.12M 313,671 +246,186 +365%
HW
91
Hedeker Wealth
Illinois
$8.89M 305,738 +17,162 +6%
CCA
92
Checchi Capital Advisers
California
$8.87M 305,052 -57,027 -16%
GG
93
GenWealth Group
New Jersey
$8.55M 294,166 +1,263 +0.4%
BIP
94
Blueprint Investment Partners
North Carolina
$8.22M 282,737 +205,812 +268%
SRSA
95
S.R. Schill & Associates
Washington
$8.09M 278,402 -18,790 -6%
FVWA
96
Foster Victor Wealth Advisors
South Carolina
$7.91M 281,922 -782 -0.3%
HPA
97
High Probability Advisors
New York
$7.39M 254,042 +69,310 +38%
BFG
98
Buttonwood Financial Group
Missouri
$7.31M 251,568 -32,137 -11%
SWP
99
Stratos Wealth Partners
Ohio
$7.28M 250,319 +18,716 +8%
Truist Financial
100
Truist Financial
North Carolina
$7.28M 250,317 +1,532 +0.6%
2 3
4
5 6