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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

435 hedge funds and large institutions have $10.8B invested in SPDR Portfolio Long Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 185 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+29
Holders Change %
+7.14%
% of All Funds
6.29%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.36%
New
77
Increased
185
Reduced
142
Closed
43
Calls
$7.68M
Puts
$552K
Net Calls
+$7.13M
Net Calls Change
+$6.44M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.39B
2
MG
2
Mather Group
Illinois
$120M
3
AAS
3
Avantax Advisory Services
Texas
$106M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$431M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$142M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$537M
2
CWM
2
Congress Wealth Management
Massachusetts
$73.4M
3
Bank of America
3
Bank of America
North Carolina
$488M
4
NW
4
NewEdge Wealth
Pennsylvania
$0
5
LJAC
5
L.J. Altfest & Co
New York
$4.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
176
MGO One Seven
Ohio
$2.25M +$1.91M +65,621 +559%
BRWA
177
B. Riley Wealth Advisors
Florida
$2.25M +$266K +9,200 +13%
AIA
178
Alera Investment Advisors
Illinois
$2.24M +$93.6K +3,219 +4%
EFM
179
E Fund Management
China
$2.23M +$2.23M +76,651 New
EFMH
180
E Fund Management (HK)
Hong Kong
$2.23M +$2.23M +76,651 New
VAS
181
Vestmark Advisory Solutions
Massachusetts
$2.17M -$4.37M -150,489 -67%
AllianceBernstein
182
AllianceBernstein
Tennessee
$2.1M +$2.1M +72,399 New
SHJ
183
Sharkey, Howes & Javer
Colorado
$2.05M +$2.05M +70,398 New
SW
184
SMART Wealth
Nebraska
$2.03M -$129K -4,424 -6%
MML Investors Services
185
MML Investors Services
Massachusetts
$2.02M -$979K -33,680 -33%
VCA
186
Verdence Capital Advisors
Maryland
$2M +$161K +5,547 +9%
2L
187
25 LLC
Missouri
$1.99M -$114K -3,912 -5%
MCC
188
Money Concepts Capital
Florida
$1.97M +$924K +31,796 +88%
NWM
189
Napa Wealth Management
California
$1.95M +$598K +20,569 +44%
BBWP
190
Beacon Bridge Wealth Partners
Pennsylvania
$1.92M +$432K +14,867 +29%
VWWMG
191
Vermillion & White Wealth Management Group
Pennsylvania
$1.92M +$202K +6,946 +12%
IWM
192
IHT Wealth Management
Illinois
$1.9M -$45.6K -1,568 -2%
Comerica Bank
193
Comerica Bank
Texas
$1.9M +$25.1K +862 +1%
CM
194
Columbus Macro
Pennsylvania
$1.85M -$840K -29,191 -31%
TSS
195
Two Sigma Securities
New York
$1.84M +$1.84M +63,141 New
CG
196
Clifford Group
Massachusetts
$1.8M -$199K -6,845 -10%
BCM
197
Boltwood Capital Management
California
$1.78M +$19.4K +668 +1%
AWA
198
Arete Wealth Advisors
Illinois
$1.74M +$332K +11,444 +24%
APC
199
Aspire Private Capital
North Carolina
$1.73M -$2.4M -82,635 -58%
TWP
200
Tempus Wealth Planning
California
$1.64M -$73K -2,511 -4%
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8
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