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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
+$199M
2
Goldman Sachs
Goldman Sachs
New York
+$195M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$126M
4
Bank of America
Bank of America
North Carolina
+$94.4M
5
State Street
State Street
Massachusetts
+$93M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$78.3M
2
VFA
Voya Financial Advisors
Connecticut
-$35.5M
3
HWM
Horizon Wealth Management
Illinois
-$26.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$25.8M
5
CA
CoreCap Advisors
Michigan
-$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
201
Ascent Group
Virginia
$1M -$64K -2,289 -6%
NC
202
Napatree Capital
Rhode Island
$970K +$288K +10,986 +42%
BBWP
203
Beacon Bridge Wealth Partners
Pennsylvania
$955K +$955K +34,165 New
Prudential Financial
204
Prudential Financial
New Jersey
$944K +$42.9K +1,537 +5%
CNC
205
Citizens & Northern Corp
Pennsylvania
$889K – – –
JCM
206
Jacobi Capital Management
Pennsylvania
$863K -$308K -11,023 -26%
SF
207
Synovus Financial
Georgia
$818K +$180K +6,438 +28%
UWM
208
USAdvisors Wealth Management
Minnesota
$803K +$176K +6,305 +28%
JCFM
209
JBR Co Financial Management
Oklahoma
$790K +$790K +28,261 New
PA
210
Parallel Advisors
California
$779K -$111K -3,980 -12%
CAM
211
Cresset Asset Management
Illinois
$768K +$768K +27,493 New
SIA
212
Strategic Investment Advisors
Michigan
$764K +$764K +27,339 New
PTC
213
Private Trust Company
Ohio
$747K +$106K +3,805 +17%
AA
214
Ancora Advisors
Ohio
$723K +$723K +25,859 +2,585,900%
OWA
215
One Wealth Advisors
California
$706K +$706K +25,254 New
WWM
216
Western Wealth Management
Colorado
$698K -$179K -6,415 -20%
ARC
217
Advisor Resource Council
Texas
$698K -$5.92M -204,166 -89%
SAW
218
Signal Advisors Wealth
Michigan
$689K +$473K +16,918 +218%
APW
219
Austin Private Wealth
Texas
$689K -$75.8K -2,784 -10%
SWM
220
SeaCrest Wealth Management
New York
$680K -$108K -3,849 -14%
HWP
221
Hibernia Wealth Partners
Louisiana
$676K -$434K -15,543 -39%
AWAU
222
Alliance Wealth Advisors (Utah)
Utah
$664K +$32.9K +1,177 +5%
CST
223
Charles Schwab Trust
Nevada
$658K -$172K -6,170 -21%
CPL
224
CAP Partners LLC
Tennessee
$658K -$17.4K -623 -3%
TIM
225
Tortoise Investment Management
New York
$652K -$43.7K -1,565 -6%
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