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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BWM
126
Baystate Wealth Management
Massachusetts
$4.06M +$51.4K +1,770 +1%
CJ
127
Caitlin John
Michigan
$4.04M +$4.04M +139,325 New
FAM
128
Frontier Asset Management
Wyoming
$3.94M -$139K -4,779 -3%
CW
129
CreativeOne Wealth
Kansas
$3.64M +$129K +4,441 +4%
CM
130
Columbus Macro
Pennsylvania
$3.5M +$287K +9,936 +9%
RL
131
Retireful LLC
Michigan
$3.41M -$1.41M -48,514 -29%
SGI
132
Summit Global Investments
Utah
$3.4M -$665K -22,909 -16%
GCA
133
Genesee Capital Advisors
New York
$3.36M +$174K +5,987 +5%
KFGK
134
Keystone Financial Group (Kentucky)
Kentucky
$3.3M +$185K +6,382 +6%
KF
135
Krilogy Financial
Missouri
$3.29M -$1.11M -38,413 -25%
PWAC
136
Private Wealth Advisors (California)
California
$3.22M +$3.22M +110,940 New
CA
137
Cetera Advisors
Colorado
$3.18M +$26.5K +912 +0.8%
MML Investors Services
138
MML Investors Services
Massachusetts
$3.15M +$1.18M +40,526 +60%
PCM
139
Penserra Capital Management
California
$3.14M +$3.14M +108,360 New
FA
140
FDx Advisors
Illinois
$3.12M -$167K -5,761 -5%
CCFM
141
Clear Creek Financial Management
Washington
$3.08M -$48.4K -1,667 -2%
JE
142
JMAC Enterprises
Pennsylvania
$3.07M +$511K +17,621 +20%
CWG
143
Cornerstone Wealth Group
North Carolina
$3.05M -$8.65M -298,153 -74%
MM
144
Main Management
California
$2.94M -$3.13M -107,831 -52%
NA
145
NewEdge Advisors
Louisiana
$2.89M -$3.35M -116,610 -54%
MFG
146
Magnus Financial Group
New York
$2.85M +$2.85M +98,303 New
ONB
147
Old National Bancorp
Indiana
$2.76M -$102K -3,528 -4%
KW
148
KWB Wealth
California
$2.76M +$1.2M +41,334 +77%
T
149
Tidemark
California
$2.68M +$2.68M +92,484 New
KWM
150
Kingsview Wealth Management
Oregon
$2.67M +$18.6K +641 +0.7%
4 5
6
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