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 %
KAS
201
Kestra Advisory Services
Texas
$1.24M -$61.2K -2,248 -5%
HWP
202
Hibernia Wealth Partners
Louisiana
$1.23M +$572K +21,013 +87%
CST
203
Charles Schwab Trust
Nevada
$1.23M +$587K +21,572 +92%
NC
204
Napatree Capital
Rhode Island
$1.21M +$202K +7,407 +20%
EGA
205
E&G Advisors
Texas
$1.18M +$1.36K +50 +0.1%
TIM
206
Tortoise Investment Management
New York
$1.18M +$545K +20,005 +86%
RCM
207
Raleigh Capital Management
North Carolina
$1.18M +$1.16M +42,515 +6,511%
ACP
208
Aveo Capital Partners
Colorado
$1.15M +$548K +20,129 +91%
APW
209
Austin Private Wealth
Texas
$1.15M +$461K +16,936 +67%
JCFM
210
JBR Co Financial Management
Oklahoma
$1.14M +$369K +13,564 +48%
IWMA
211
Ironwood Wealth Management (Arizona)
Arizona
$1.1M +$961K +35,310 +680%
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$1.09M -$65.3K -2,399 -6%
Prudential Financial
213
Prudential Financial
New Jersey
$1.08M +$163K +6,003 +18%
RIG
214
RiverFront Investment Group
Virginia
$1.08M +$1.08M +39,520 New
AWM
215
Axxcess Wealth Management
California
$1.07M +$1.07M +39,198 New
FPWM
216
FSB Premier Wealth Management
Iowa
$1.03M +$23.2K +851 +2%
Betterment LLC
217
Betterment LLC
New York
$1.02M +$447K +16,416 +77%
SIA
218
Strategic Investment Advisors
Michigan
$1M +$258K +9,479 +35%
MCC
219
Money Concepts Capital
Florida
$980K -$3.86M -141,801 -80%
RFS
220
Richardson Financial Services
Massachusetts
$969K +$339K +12,446 +54%
HI
221
Harbour Investments
Wisconsin
$954K +$550K +20,213 +136%
ICM
222
Islay Capital Management
Texas
$925K +$564K +20,708 +156%
WIA
223
World Investment Advisors
California
$921K +$921K +33,842 New
CWM
224
Cornerstone Wealth Management
Missouri
$909K +$444K +16,297 +95%
JCM
225
Jacobi Capital Management
Pennsylvania
$875K +$34.4K +1,265 +4%
7 8
9
10 11