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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 %
GRP
176
Global Retirement Partners
California
$1.55M +$387K +13,847 +33%
CG
177
Clifford Group
Massachusetts
$1.53M -$217K -7,784 -12%
PPWP
178
Proquility Private Wealth Partners
Nevada
$1.52M +$130K +4,648 +9%
LJAC
179
L.J. Altfest & Co
New York
$1.47M -$45.7K -1,635 -3%
VCM
180
Virtue Capital Management
Tennessee
$1.42M +$1.14M +42,332 +401%
SFS
181
Sowell Financial Services
Arkansas
$1.4M +$31.2K +1,116 +2%
AWA
182
Arete Wealth Advisors
Illinois
$1.37M +$10.7K +384 +0.8%
KAS
183
Kestra Advisory Services
Texas
$1.33M -$729K -26,099 -35%
LG
184
Leuthold Group
Minnesota
$1.32M -$14.5K -518 -1%
PGF
185
Plan Group Financial
Oklahoma
$1.32M +$508K +18,198 +62%
Comerica Bank
186
Comerica Bank
Texas
$1.3M +$271K +9,717 +26%
PFS
187
Prospera Financial Services
Texas
$1.27M +$16K +571 +1%
CSPIA
188
Cary Street Partners Investment Advisory
Virginia
$1.23M +$234K +8,371 +24%
EGA
189
E&G Advisors
Texas
$1.21M – – –
TWP
190
Tempus Wealth Planning
California
$1.2M -$61.5K -2,200 -5%
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$1.19M +$3.58K +128 +0.3%
IA
192
IFP Advisors
Florida
$1.18M +$92.4K +3,307 +8%
IPW
193
Impact Partnership Wealth
Georgia
$1.11M -$1.05M -37,534 -49%
NFP
194
Narus Financial Partners
Utah
$1.09M +$15K +537 +1%
RW
195
Rede Wealth
Virginia
$1.08M +$81.8K +2,929 +8%
SAI
196
Savvy Advisors Inc
New York
$1.08M +$447K +16,002 +71%
FNC
197
First National Corp
Massachusetts
$1.07M – – –
VPP
198
Vertex Planning Partners
Illinois
$1.07M -$47K -1,681 -4%
HAS
199
HBW Advisory Services
California
$1.04M – – –
FPWM
200
FSB Premier Wealth Management
Iowa
$1.03M +$265K +9,500 +35%
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