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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 %
FHC
151
First Heartland Consultants
Missouri
$2.66M -$35.8K -1,234 -1%
OPS
152
Orion Portfolio Solutions
Nebraska
$2.62M -$11K -384 -0.4%
BCI
153
Brinker Capital Investments
Pennsylvania
$2.62M -$11K -384 -0.4%
PWG
154
Portside Wealth Group
Utah
$2.45M +$252K +8,697 +12%
PFA
155
Petra Financial Advisors
Colorado
$2.4M +$227K +7,835 +10%
NFG
156
Northeast Financial Group
Pennsylvania
$2.34M +$2.34M +80,580 New
IPW
157
Impact Partnership Wealth
Georgia
$2.24M +$2.23M +76,832 +22,664%
2L
158
25 LLC
Missouri
$2.2M +$13.5K +464 +0.6%
GLA
159
Good Life Advisors
Pennsylvania
$2.2M +$600K +20,686 +38%
APC
160
Aspire Private Capital
North Carolina
$2.16M +$57.9K +1,996 +3%
KAS
161
Kestra Advisory Services
Texas
$2.14M +$1.11M +38,256 +108%
Bank of New York Mellon
162
Bank of New York Mellon
New York
$2.04M -$12.3M -425,086 -86%
VWWMG
163
Vermillion & White Wealth Management Group
Pennsylvania
$2.02M +$2.02M +69,744 New
PA
164
PFG Advisors
Arizona
$1.9M +$451K +15,544 +31%
Bank of Nova Scotia
165
Bank of Nova Scotia
Ontario, Canada
$1.88M -$20.8K -719 -1%
IPWA
166
International Private Wealth Advisors
California
$1.87M +$1.87M +64,392 New
BCM
167
Boltwood Capital Management
California
$1.82M +$598K +20,600 +49%
SFS
168
Sharp Financial Services
Pennsylvania
$1.82M +$1.82M +62,620 New
TFA
169
Transamerica Financial Advisors
Florida
$1.82M +$1.81M +62,508 +79,124%
CG
170
Clifford Group
Massachusetts
$1.81M +$53.1K +1,830 +3%
AI
171
Atria Investments
North Carolina
$1.79M +$588K +20,276 +49%
DAM
172
Derbend Asset Management
Georgia
$1.79M +$691K +23,796 +63%
CBFP
173
Cedar Brook Financial Partners
Ohio
$1.73M +$21.1K +742 +1%
SPWM
174
Spartan Planning & Wealth Management
North Carolina
$1.69M +$1.69M +58,115 +264,159%
IWM
175
IHT Wealth Management
Illinois
$1.65M -$3.29M -113,288 -67%
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