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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 %
FLA
176
Financial Life Advisors
Texas
$1.63M -$4.33M -149,118 -73%
FHA
177
First Horizon Advisors
Tennessee
$1.58M -$1.19M -41,083 -43%
LJAC
178
L.J. Altfest & Co
New York
$1.57M -$272K -9,356 -15%
CWMGP
179
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.54M -$549K -18,905 -26%
NWM
180
Napa Wealth Management
California
$1.51M +$1.51M +52,172 New
GM
181
GeoWealth Management
Illinois
$1.45M +$99.9K +3,444 +7%
PPWP
182
Proquility Private Wealth Partners
Nevada
$1.44M +$1.44M +49,581 New
SFS
183
Sowell Financial Services
Arkansas
$1.42M +$26.2K +904 +2%
AWA
184
Arete Wealth Advisors
Illinois
$1.41M +$1.14M +39,287 +423%
LG
185
Leuthold Group
Minnesota
$1.39M +$1.39M +47,934 New
LNC
186
Lincoln National Corp
Pennsylvania
$1.39M +$714K +24,598 +106%
Commonwealth Equity Services
187
Commonwealth Equity Services
Massachusetts
$1.39M -$556K -19,175 -29%
SFWA
188
Summit Financial Wealth Advisors
Louisiana
$1.33M +$667K +22,981 +100%
TWP
189
Tempus Wealth Planning
California
$1.31M +$112K +3,857 +9%
PFS
190
Prospera Financial Services
Texas
$1.3M +$490K +16,871 +60%
EGA
191
E&G Advisors
Texas
$1.26M -$934K -32,200 -43%
RTL
192
Red Tortoise LLC
Georgia
$1.25M -$218K -7,500 -15%
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$1.23M -$379K -13,063 -24%
ICMP
194
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.23M -$28.9K -995 -2%
JCM
195
Jacobi Capital Management
Pennsylvania
$1.22M -$240K -8,277 -16%
KP
196
Keel Point
Alabama
$1.18M +$250K +8,613 +27%
GRP
197
Global Retirement Partners
California
$1.16M -$781K -27,918 -40%
VPP
198
Vertex Planning Partners
Illinois
$1.16M +$99.8K +3,438 +9%
HWP
199
Hibernia Wealth Partners
Louisiana
$1.15M +$1.15M +39,722 +209,063%
IA
200
IFP Advisors
Florida
$1.13M -$759K -26,153 -40%
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8
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