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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
PIA
126
Perennial Investment Advisors
California
$3.85M -$347K -12,749 -8%
AI
127
Arvest Investments
Arkansas
$3.81M +$401K +14,743 +12%
B
128
Bailard
California
$3.66M -$572K -21,006 -14%
CW
129
CreativeOne Wealth
Kansas
$3.56M +$57.2K +2,102 +2%
SFWA
130
Summit Financial Wealth Advisors
Louisiana
$3.48M +$1.12M +41,161 +47%
PWG
131
Portside Wealth Group
Utah
$3.28M +$1.13M +41,663 +53%
OC
132
Oppenheimer & Co
New York
$3.24M +$71.6K +2,629 +2%
SGI
133
Summit Global Investments
Utah
$3.19M -$2.15K -79 -0.1%
GI
134
GLOBALT Investments
Georgia
$3.15M -$362K -13,303 -10%
FTUS
135
Flow Traders U.S.
New York
$3.12M +$3.12M +114,587 New
GCA
136
Genesee Capital Advisors
New York
$3.01M +$412K +15,150 +16%
AI
137
Atria Investments
North Carolina
$2.99M +$16.5K +605 +0.6%
CA
138
CoreCap Advisors
Michigan
$2.96M +$13.8K +507 +0.5%
ACM
139
AlphaStar Capital Management
North Carolina
$2.84M +$2.22M +81,604 +358%
MFG
140
Magnus Financial Group
New York
$2.82M +$150K +5,523 +6%
MML Investors Services
141
MML Investors Services
Massachusetts
$2.81M -$216K -7,938 -7%
CWG
142
Cornerstone Wealth Group
North Carolina
$2.77M -$2.21K -81 -0.1%
HFS
143
Horizon Financial Services
North Carolina
$2.77M +$34.1K +1,254 +1%
CJ
144
Caitlin John
Michigan
$2.73M +$101K +3,726 +4%
WCA
145
Westover Capital Advisors
Delaware
$2.71M +$2.71M +99,604 New
KW
146
KWB Wealth
California
$2.71M -$49.5K -1,771 -2%
Koshinski Asset Management
147
Koshinski Asset Management
Illinois
$2.7M -$408K -14,924 -13%
MM
148
Main Management
California
$2.67M +$29.5K +1,082 +1%
FA
149
FDx Advisors
Illinois
$2.66M -$92.5K -3,398 -3%
IC
150
Innealta Capital
Texas
$2.59M -$7.77M -285,463 -75%
4 5
6
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