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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.

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 Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$1.5B 54,935,936 +5,617,046 +11%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.12B 41,234,318 +2,215,448 +6%
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.08B 39,751,844 +700,217 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$643M 23,604,037 -359,201 -1%
Bank of America
5
Bank of America
North Carolina
$486M 17,861,411 +1,777,373 +11%
Goldman Sachs
6
Goldman Sachs
New York
$385M 14,132,119 +7,149,208 +102%
MERSOM
7
Municipal Employees' Retirement System of Michigan
Michigan
$347M 12,764,462 +1,141,987 +10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$341M 12,512,769 +167,836 +1%
NSLI
9
Nan Shan Life Insurance
Taiwan
$298M 10,956,900 – –
LPL Financial
10
LPL Financial
California
$266M 9,772,355 -17,481 -0.2%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$105M 3,839,937 -139,648 -4%
CWM
12
Congress Wealth Management
Massachusetts
$104M 3,819,677 -27,661 -0.7%
MSA
13
Mason Street Advisors
Wisconsin
$101M 3,700,000 +3,700,000 New
APP
14
Avantax Planning Partners
Iowa
$98.5M 3,619,664 +3,619,664 New
AssetMark Inc
15
AssetMark Inc
California
$94.3M 3,463,923 +524,545 +18%
Stifel Financial
16
Stifel Financial
Missouri
$92.1M 3,385,126 +106,196 +3%
TC
17
TownSquare Capital
Utah
$90.3M 3,317,591 +925,034 +39%
Morgan Stanley
18
Morgan Stanley
New York
$88.3M 3,242,842 -16,202 -0.5%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$84.4M 3,100,590 +830,796 +37%
UBS Group
20
UBS Group
Switzerland
$82.4M 3,026,975 -295,022 -9%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$80.3M 2,901,731 +1,864,301 +180%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$66.6M 2,446,181 -25,733 -1%
OIA
23
OneDigital Investment Advisors
Kansas
$61M 2,239,962 +637,384 +40%
AWMS
24
Advocacy Wealth Management Services
Georgia
$59.5M 2,187,692 +412,859 +23%
RA
25
RFG Advisory
Alabama
$52.4M 1,923,482 +371,224 +24%
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