SPTL icon

SPDR Portfolio Long Term Treasury ETF

334 hedge funds and large institutions have $6.63B invested in SPDR Portfolio Long Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 152 increasing their positions, 100 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.33%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
59
Increased
152
Reduced
100
Closed
55
Calls
$356K
Puts
$2.13M
Net Calls
-$1.78M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Shares
Change %
APW
201
Austin Private Wealth
Texas
$587K -$97.5K -3,729 -14%
DI
202
DFPG Investments
Utah
$570K -$386K -14,929 -40%
TI
203
Truepoint Inc
Ohio
$570K +$570K +21,805 New
ACP
204
Aveo Capital Partners
Colorado
$551K -$50.6K -1,935 -8%
CCWA
205
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$549K +$549K +20,994 New
AWAU
206
Alliance Wealth Advisors (Utah)
Utah
$533K +$35K +1,339 +7%
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$523K +$196K +7,479 +60%
TI
208
Trexquant Investment
Connecticut
$517K +$517K +19,759 New
HF
209
HRT Financial
New York
$511K -$3.28M -125,692 -87%
HI
210
Harbour Investments
Wisconsin
$510K -$52.5K -2,009 -9%
NFP
211
Narus Financial Partners
Utah
$495K +$9.34K +357 +2%
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$473K -$135K -5,172 -22%
PFG
213
PAX Financial Group
Texas
$472K +$258K +9,851 +120%
WWM
214
Western Wealth Management
Colorado
$464K +$464K +17,756 New
RCM
215
Raleigh Capital Management
North Carolina
$450K -$44.3K -1,694 -9%
RBFC
216
Roman Butler Fullerton & Co
Missouri
$449K +$61.1K +2,361 +16%
MWM
217
Modera Wealth Management
New Jersey
$445K
BWAM
218
Boyd Watterson Asset Management
Ohio
$443K -$502K -19,184 -53%
Simplex Trading
219
Simplex Trading
Illinois
$437K +$437K +16,736 New
PTC
220
Private Trust Company
Ohio
$435K +$6.01K +230 +1%
EWA
221
EP Wealth Advisors
California
$433K +$433K +16,562 New
AWM
222
Axxcess Wealth Management
California
$430K -$71.8K -2,747 -14%
TFA
223
Tranquilli Financial Advisor
New Jersey
$424K +$139K +5,332 +49%
US Bancorp
224
US Bancorp
Minnesota
$423K +$383K +14,627 +944%
MA
225
MONECO Advisors
Connecticut
$423K +$27.6K +1,056 +7%