SPTL icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$1.59B 54,857,985 -77,951 -0.1%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.39B 47,893,210 +8,141,366 +20%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.25B 43,113,505 +1,879,187 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$537M 18,481,180 -5,122,857 -22%
Bank of America
5
Bank of America
North Carolina
$488M 16,774,388 -1,087,023 -6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$431M 14,832,774 +2,320,005 +19%
Goldman Sachs
7
Goldman Sachs
New York
$411M 14,134,630 +2,511 +0%
MERSOM
8
Municipal Employees' Retirement System of Michigan
Michigan
$371M 12,764,462 – –
LPL Financial
9
LPL Financial
California
$320M 11,011,941 +1,239,586 +13%
NSLI
10
Nan Shan Life Insurance
Taiwan
$319M 10,956,900 – –
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$142M 4,859,344 +1,957,613 +67%
MG
12
Mather Group
Illinois
$120M 4,140,123 +3,762,442 +996%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$113M 3,871,775 +31,838 +0.8%
MSA
14
Mason Street Advisors
Wisconsin
$108M 3,700,000 – –
AAS
15
Avantax Advisory Services
Texas
$106M 3,645,792 +3,496,330 +2,339%
APP
16
Avantax Planning Partners
Iowa
$103M 3,547,183 -72,481 -2%
Stifel Financial
17
Stifel Financial
Missouri
$103M 3,532,715 +147,589 +4%
TC
18
TownSquare Capital
Utah
$99.6M 3,425,556 +107,965 +3%
AssetMark Inc
19
AssetMark Inc
California
$94.9M 3,263,406 -200,517 -6%
Morgan Stanley
20
Morgan Stanley
New York
$93M 3,200,284 -42,558 -1%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$91.2M 3,138,770 +38,180 +1%
UBS Group
22
UBS Group
Switzerland
$87.7M 3,018,335 -8,640 -0.3%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$75.7M 2,602,417 +156,236 +6%
CWM
24
Congress Wealth Management
Massachusetts
$73.4M 2,523,683 -1,295,994 -34%
AWMS
25
Advocacy Wealth Management Services
Georgia
$71.9M 2,471,891 +284,199 +13%
1
2 3 4 5