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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.

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
1
Envestnet Asset Management
Illinois
$345M
2
Goldman Sachs
2
Goldman Sachs
New York
$195M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$325M
4
Bank of America
4
Bank of America
North Carolina
$449M
5
State Street
5
State Street
Massachusetts
$1.38B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$91.1M
2
VFA
2
Voya Financial Advisors
Connecticut
$51.2M
3
HWM
3
Horizon Wealth Management
Illinois
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.02M
5
CA
5
CoreCap Advisors
Michigan
$3.02M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$1.38B 49,318,890 +3,329,992 +7%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.09B 39,051,627 +2,309,373 +6%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.09B 39,018,870 +3,166,057 +9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$670M 23,963,238 +3,436 +0%
Bank of America
5
Bank of America
North Carolina
$449M 16,084,038 +3,377,199 +27%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$345M 12,344,933 +7,117,746 +136%
MERSOM
7
Municipal Employees' Retirement System of Michigan
Michigan
$325M 11,622,475 +4,513,620 +63%
NSLI
8
Nan Shan Life Insurance
Taiwan
$306M 10,956,900 – –
LPL Financial
9
LPL Financial
California
$274M 9,789,836 +254,754 +3%
Goldman Sachs
10
Goldman Sachs
New York
$195M 6,982,911 +6,982,911 New
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$111M 3,979,585 +355,868 +10%
CWM
12
Congress Wealth Management
Massachusetts
$107M 3,847,338 +39,985 +1%
SCM
13
SCS Capital Management
Massachusetts
$98.6M 3,528,743 -15,760 -0.4%
UBS Group
14
UBS Group
Switzerland
$92.8M 3,321,997 +897,399 +37%
Stifel Financial
15
Stifel Financial
Missouri
$91.6M 3,278,930 +890,028 +37%
Morgan Stanley
16
Morgan Stanley
New York
$91.1M 3,259,044 -2,800,940 -46%
AssetMark Inc
17
AssetMark Inc
California
$82.1M 2,939,378 +1,712,637 +140%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$69.1M 2,471,914 +1,653,505 +202%
TC
19
TownSquare Capital
Utah
$66.8M 2,392,557 +193,609 +9%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$63.4M 2,269,794 +473,030 +26%
VFA
21
Voya Financial Advisors
Connecticut
$51.2M 1,831,940 -1,269,718 -41%
AWMS
22
Advocacy Wealth Management Services
Georgia
$49.6M 1,774,833 +399,025 +29%
GVAG
23
Great Valley Advisor Group
Delaware
$46.3M 1,656,277 +408,878 +33%
OIA
24
OneDigital Investment Advisors
Kansas
$44.8M 1,602,578 -143,595 -8%
TCM
25
Tradewinds Capital Management
Washington
$44.3M 1,585,168 +1,583,842 +119,445%
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