SPTL icon

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 %
WCFA
176
Walkner Condon Financial Advisors
Wisconsin
$1.78M +$1.42M +52,262 +398%
Comerica Bank
177
Comerica Bank
Texas
$1.75M +$489K +17,958 +39%
Commonwealth Equity Services
178
Commonwealth Equity Services
Massachusetts
$1.73M +$46.9K +1,723 +3%
VCA
179
Verdence Capital Advisors
Maryland
$1.72M +$1.72M +63,241 New
JSA
180
Jacobson & Schmitt Advisors
Wisconsin
$1.71M +$1.71M +62,772 New
BCM
181
Boltwood Capital Management
California
$1.65M +$74.3K +2,728 +5%
VCM
182
Virtue Capital Management
Tennessee
$1.63M +$173K +6,279 +12%
VWWMG
183
Vermillion & White Wealth Management Group
Pennsylvania
$1.61M +$16.9K +620 +1%
TWP
184
Tempus Wealth Planning
California
$1.6M +$440K +16,169 +38%
Bank of New York Mellon
185
Bank of New York Mellon
New York
$1.58M -$931K -34,217 -37%
VPP
186
Vertex Planning Partners
Illinois
$1.57M +$523K +19,225 +50%
ICMP
187
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.56M -$3.87K -142 -0.2%
PPWP
188
Proquility Private Wealth Partners
Nevada
$1.51M +$33.6K +1,236 +2%
FNC
189
First National Corp
Massachusetts
$1.45M +$444K +16,306 +44%
AG
190
Ascent Group
Virginia
$1.41M +$439K +16,124 +45%
BBWP
191
Beacon Bridge Wealth Partners
Pennsylvania
$1.4M +$467K +17,154 +50%
IA
192
IFP Advisors
Florida
$1.39M +$236K +8,679 +21%
SAI
193
Savvy Advisors Inc
New York
$1.36M +$316K +11,599 +30%
NFG
194
Northeast Financial Group
Pennsylvania
$1.36M -$808K -29,685 -37%
SFS
195
Sowell Financial Services
Arkansas
$1.33M -$27K -994 -2%
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$1.33M -$1.49M -54,609 -53%
AWA
197
Arete Wealth Advisors
Illinois
$1.33M -$11.4K -417 -0.9%
PGF
198
Plan Group Financial
Oklahoma
$1.29M +$1.06K +39 +0.1%
NWM
199
Napa Wealth Management
California
$1.26M +$986K +36,238 +357%
LG
200
Leuthold Group
Minnesota
$1.26M -$31K -1,138 -2%
6 7
8
9 10