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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.

New
Increased
Maintained
Reduced
Closed
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
Envestnet Asset Management
Illinois
$345M
2
Goldman Sachs
Goldman Sachs
New York
$195M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$325M
4
Bank of America
Bank of America
North Carolina
$449M
5
State Street
State Street
Massachusetts
$1.38B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$91.1M
2
VFA
Voya Financial Advisors
Connecticut
$51.2M
3
HWM
Horizon Wealth Management
Illinois
$0
4
Citadel Advisors
Citadel Advisors
Florida
$3.02M
5
CA
CoreCap Advisors
Michigan
$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
151
First Heartland Consultants
Missouri
$2.53M -$29.2K -1,043 -1%
OPS
152
Orion Portfolio Solutions
Nebraska
$2.53M -$38.1K -1,362 -1%
BCI
153
Brinker Capital Investments
Pennsylvania
$2.53M -$38.1K -1,362 -1%
T
154
Tidemark
California
$2.51M -$78.5K -2,810 -3%
SFWA
155
Summit Financial Wealth Advisors
Louisiana
$2.43M +$1.14M +40,844 +89%
PFA
156
Petra Financial Advisors
Colorado
$2.31M -$1.68K -60 -0.1%
PCIA
157
Prime Capital Investment Advisors
Kansas
$2.25M +$2.25M +80,683 New
NFG
158
Northeast Financial Group
Pennsylvania
$2.22M -$30.7K -1,097 -1%
SFS
159
Sharp Financial Services
Pennsylvania
$2.22M +$471K +16,854 +27%
PWG
160
Portside Wealth Group
Utah
$2.21M -$149K -5,315 -6%
WWG
161
West Wealth Group
California
$2.07M +$1.11M +39,791 +116%
MOS
162
MGO One Seven
Ohio
$2.07M +$2.07M +73,942 New
2L
163
25 LLC
Missouri
$2.01M -$114K -4,089 -5%
GLA
164
Good Life Advisors
Pennsylvania
$1.96M -$162K -5,789 -8%
DAM
165
Derbend Asset Management
Georgia
$1.88M +$166K +5,941 +10%
IWM
166
IHT Wealth Management
Illinois
$1.87M +$285K +10,210 +18%
FPCP
167
Fort Point Capital Partners
California
$1.84M +$1.51M +54,215 +462%
PA
168
PFG Advisors
Arizona
$1.8M -$34.6K -1,237 -2%
Commonwealth Equity Services
169
Commonwealth Equity Services
Massachusetts
$1.73M +$396K +14,187 +30%
SW
170
SMART Wealth
Nebraska
$1.67M +$1.38M +49,507 +489%
CBFP
171
Cedar Brook Financial Partners
Ohio
$1.64M -$55.2K -1,974 -3%
VWWMG
172
Vermillion & White Wealth Management Group
Pennsylvania
$1.63M -$314K -11,230 -16%
RTL
173
Red Tortoise LLC
Georgia
$1.63M +$425K +15,210 +35%
BCM
174
Boltwood Capital Management
California
$1.62M -$140K -5,000 -8%
ICMP
175
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.61M +$424K +15,183 +36%
5 6
7
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