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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 %
ONB
151
Old National Bancorp
Indiana
$2.59M – – –
OPS
152
Orion Portfolio Solutions
Nebraska
$2.57M +$103K +3,781 +4%
BCI
153
Brinker Capital Investments
Pennsylvania
$2.57M +$103K +3,781 +4%
CM
154
Columbus Macro
Pennsylvania
$2.55M -$437K -16,035 -15%
KWM
155
Kingsview Wealth Management
Oregon
$2.55M -$13.9K -509 -0.5%
RTL
156
Red Tortoise LLC
Georgia
$2.41M +$818K +30,054 +51%
PFA
157
Petra Financial Advisors
Colorado
$2.23M -$19.4K -713 -0.9%
AA
158
Ancora Advisors
Ohio
$2.23M +$1.52M +55,929 +216%
SFS
159
Sharp Financial Services
Pennsylvania
$2.2M +$33K +1,213 +2%
WA
160
Waverly Advisors
Alabama
$2.14M +$2.14M +78,539 New
Jane Street
161
Jane Street
New York
$2.11M +$2.11M +77,673 New
LWMI
162
Landmark Wealth Management (Illinois)
Illinois
$2.1M +$2.1M +77,087 New
BIP
163
Blueprint Investment Partners
North Carolina
$2.09M +$2.09M +76,925 New
SW
164
SMART Wealth
Nebraska
$2.02M +$402K +14,751 +25%
WWG
165
West Wealth Group
California
$2.02M -$1.96K -72 -0.1%
IPW
166
Impact Partnership Wealth
Georgia
$2.01M +$932K +34,236 +86%
AIA
167
Alera Investment Advisors
Illinois
$2.01M -$14.2M -520,624 -88%
2L
168
25 LLC
Missouri
$1.97M +$15.7K +576 +0.8%
SEIA
169
Signature Estate & Investment Advisors
California
$1.95M +$1.95M +71,505 New
GLA
170
Good Life Advisors
Pennsylvania
$1.91M +$3.59K +132 +0.2%
GS
171
GTS Securities
New York
$1.87M +$1.87M +68,773 New
BRWA
172
B. Riley Wealth Advisors
Florida
$1.87M +$1.87M +68,706 New
CG
173
Clifford Group
Massachusetts
$1.87M +$382K +14,035 +26%
PA
174
PFG Advisors
Arizona
$1.84M +$86.3K +3,170 +5%
IWM
175
IHT Wealth Management
Illinois
$1.82M -$82 -3 -0%
5 6
7
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