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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.

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 Market Value Shares Shares
Change 		Shares
Change %
NA
101
NewEdge Advisors
Louisiana
$5.01M 179,491 +78,931 +78%
MCC
102
Money Concepts Capital
Florida
$4.97M 177,817 +177,817 New
GC
103
Guggenheim Capital
Illinois
$4.85M 173,504 +1,588 +0.9%
GIA
104
Gladstone Institutional Advisory
Florida
$4.78M 171,053 -8,415 -5%
HPA
105
High Probability Advisors
New York
$4.74M 169,774 +19,138 +13%
PWM
106
Perigon Wealth Management
California
$4.67M 167,184 +18,222 +12%
HW
107
Hedeker Wealth
Illinois
$4.55M 162,837 +5,619 +4%
FFM
108
Forum Financial Management
Illinois
$4.48M 160,436 +160,436 New
CWMGP
109
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.44M 158,975 +106,039 +200%
JSW
110
Journey Strategic Wealth
New Jersey
$4.38M 156,743 +2,581 +2%
SPIA
111
Steward Partners Investment Advisory
New York
$4.35M 155,824 -271,328 -64%
B
112
Bailard
California
$4.34M 155,431 +10,821 +7%
PIA
113
Perennial Investment Advisors
California
$4.31M 154,187 +4,978 +3%
BA
114
BCM Advisors
Louisiana
$4.27M 162,961 +2,827 +2%
DA
115
Detalus Advisors
Missouri
$4.27M 152,780 -12,814 -8%
SFG
116
Snider Financial Group
Washington
$4.23M 151,415 -100,599 -40%
HPC
117
Hobart Private Capital
North Carolina
$4.23M 151,331 -36,987 -20%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$4.2M 150,186 +3,859 +3%
JE
119
JMAC Enterprises
Pennsylvania
$3.79M 135,481 +29,859 +28%
PCM
120
Penserra Capital Management
California
$3.62M 129,516 +21,156 +20%
GI
121
GLOBALT Investments
Georgia
$3.61M 129,160 -11,785 -8%
CW
122
CreativeOne Wealth
Kansas
$3.59M 128,554 +2,975 +2%
KFGK
123
Keystone Financial Group (Kentucky)
Kentucky
$3.55M 127,030 +13,205 +12%
FAM
124
Frontier Asset Management
Wyoming
$3.52M 126,027 -9,729 -7%
AI
125
Arvest Investments
Arkansas
$3.5M 125,345 -29,381 -19%
3 4
5
6 7