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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SFWA
126
Summit Financial Wealth Advisors
Louisiana
$4.49M +$766K +26,361 +21%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$4.36M +$11K +378 +0.3%
LJAC
128
L.J. Altfest & Co
New York
$4.31M -$12.4M -426,115 -74%
GIA
129
Gladstone Institutional Advisory
Florida
$4.22M -$733K -25,223 -15%
TFA
130
Transamerica Financial Advisors
Florida
$4.21M -$2.61M -89,844 -38%
DA
131
Detalus Advisors
Missouri
$4.16M -$442K -15,201 -10%
T
132
Tidemark
California
$4.07M -$792K -27,229 -16%
IC
133
Innealta Capital
Texas
$4.04M +$1.27M +43,790 +46%
IPW
134
Impact Partnership Wealth
Georgia
$4M +$1.85M +63,772 +86%
HighTower Advisors
135
HighTower Advisors
Illinois
$3.99M -$405K -13,934 -9%
Bank of New York Mellon
136
Bank of New York Mellon
New York
$3.98M +$2.29M +78,863 +136%
PIA
137
Perennial Investment Advisors
California
$3.9M -$214K -7,377 -5%
PWG
138
Portside Wealth Group
Utah
$3.89M +$380K +13,056 +11%
KFGK
139
Keystone Financial Group (Kentucky)
Kentucky
$3.78M +$3.78M +130,195 New
CW
140
CreativeOne Wealth
Kansas
$3.72M -$80.1K -2,755 -2%
HPC
141
Hobart Private Capital
North Carolina
$3.66M -$842K -28,962 -19%
OC
142
Oppenheimer & Co
New York
$3.63M +$175K +6,007 +5%
CA
143
CoreCap Advisors
Michigan
$3.47M +$309K +10,616 +10%
SGI
144
Summit Global Investments
Utah
$3.34M -$66.5K -2,286 -2%
GI
145
GLOBALT Investments
Georgia
$3.28M -$85.5K -2,942 -3%
AI
146
Atria Investments
North Carolina
$3.23M +$37.5K +1,289 +1%
KW
147
KWB Wealth
California
$3.22M +$581K +21,359 +22%
GCA
148
Genesee Capital Advisors
New York
$3.15M -$67.8K -2,332 -2%
BAM
149
Belpointe Asset Management
Nevada
$3.09M +$3.09M +106,407 New
MWAM
150
Manhattan West Asset Management
California
$3.09M +$2.73M +93,743 +749%
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