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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 %
ICMP
201
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.62M -$47.2K -1,624 -3%
PGF
202
Plan Group Financial
Oklahoma
$1.61M +$232K +7,964 +17%
AG
203
Ascent Group
Virginia
$1.57M +$56.7K +1,949 +4%
WIA
204
World Investment Advisors
California
$1.57M +$583K +20,047 +59%
BCP
205
Blackhawk Capital Partners
Wisconsin
$1.53M +$1.53M +52,524 New
WWG
206
West Wealth Group
California
$1.52M -$631K -21,696 -29%
WA
207
Waverly Advisors
Alabama
$1.45M -$829K -28,529 -36%
NC
208
Napatree Capital
Rhode Island
$1.39M +$100K +3,447 +8%
PPWP
209
Proquility Private Wealth Partners
Nevada
$1.39M -$221K -7,605 -14%
BWM
210
Brophy Wealth Management
New Hampshire
$1.36M +$1.36M +46,933 New
Susquehanna International Group
211
Susquehanna International Group
Pennsylvania
$1.35M +$1.35M +46,478 New
LG
212
Leuthold Group
Minnesota
$1.34M -$5.29K -182 -0.4%
JCFM
213
JBR Co Financial Management
Oklahoma
$1.31M +$95.9K +3,299 +8%
TIM
214
Tortoise Investment Management
New York
$1.3M +$39.8K +1,370 +3%
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$1.3M -$115K -3,965 -8%
SFS
216
Sowell Financial Services
Arkansas
$1.29M -$134K -4,596 -9%
ECA
217
Elevated Capital Advisors
Utah
$1.29M +$1.29M +44,310 New
GM
218
GeoWealth Management
Illinois
$1.26M +$434K +14,940 +52%
EGA
219
E&G Advisors
Texas
$1.26M -$2.91K -100 -0.2%
VPP
220
Vertex Planning Partners
Illinois
$1.26M -$413K -14,193 -25%
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$1.24M +$69.9K +2,405 +6%
HWP
222
Hibernia Wealth Partners
Louisiana
$1.23M -$84.1K -2,894 -6%
TFA
223
Teamwork Financial Advisors
Texas
$1.22M +$1.22M +42,135 New
KAS
224
Kestra Advisory Services
Texas
$1.22M -$98.1K -3,373 -7%
FNC
225
First National Corp
Massachusetts
$1.2M -$347K -11,952 -22%
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