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State Street SPDR Portfolio Long Term Treasury ETF

391 hedge funds and large institutions have $8.74B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 164 increasing their positions, 138 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $712K | Put options by funds: $302K

24% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 50

19% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 138

8% more capital invested

Capital invested by funds: $8.08B → $8.74B (+$658M)

1.12% more ownership

Funds ownership: 95.57%96.69% (+1.1%)

1% more funds holding

Funds holding: 387391 (+4)

20% less funds holding in top 10

Funds holding in top 10: 3528 (-7)

Holders
391
Holders Change
+4
Holders Change %
+1.03%
% of All Funds
5.63%
Holding in Top 10
28
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
62
Increased
164
Reduced
138
Closed
50
Calls
$712K
Puts
$302K
Net Calls
+$410K
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
226
Tortoise Investment Management
New York
$652K -$43.7K -1,565 -6%
CF
227
Centaurus Financial
California
$648K +$647K +23,205 New
RFS
228
Richardson Financial Services
Massachusetts
$647K -$4.69K -168 -0.7%
GWP
229
Gateway Wealth Partners
Wisconsin
$646K +$157K +5,641 +32%
DAS
230
Diversify Advisory Services
Utah
$644K +$657K +23,560 New
ACM
231
AlphaStar Capital Management
North Carolina
$637K +$636K +22,811 New
TVM
232
True Vision MN
Minnesota
$618K -$8.54K -306 -1%
DLHL
233
Donald L. Hagan LLC
Florida
$599K +$188K +6,753 +46%
Betterment LLC
234
Betterment LLC
New York
$592K +$67.6K +2,423 +13%
ACP
235
Aveo Capital Partners
Colorado
$591K +$19K +680 +3%
ASN
236
Advisory Services Network
Georgia
$591K +$48.6K +1,744 +9%
FIA
237
Foundations Investment Advisors
Arizona
$590K +$35.3K +1,265 +6%
TWD
238
True Wealth Design
Ohio
$589K +$31K +1,110 +6%
NG
239
Norden Group
Utah
$586K +$585K +20,956 New
FNWA
240
Financial Network Wealth Advisors
Utah
$583K +$5.52K +198 +1%
IWS
241
Integrity Wealth Solutions
Colorado
$579K +$3.49K +125 +0.6%
CCFM
242
Clear Creek Financial Management
Washington
$549K -$2.41M -86,459 -81%
EFG
243
Ehrlich Financial Group
California
$543K +$543K +19,451 New
SFS
244
Strategic Financial Services
New York
$540K +$12.8K +460 +2%
LSA
245
Lansing Street Advisors
Pennsylvania
$532K -$239K -8,570 -31%
FI
246
FWG Investments
Kentucky
$526K +$59.4K +2,128 +13%
LWM
247
LongView Wealth Management
Georgia
$519K +$178K +6,381 +52%
TFA
248
Teamwork Financial Advisors
Texas
$512K -$341K -12,237 -40%
US Bancorp
249
US Bancorp
Minnesota
$510K -$216K -7,746 -30%
USCWA
250
U.S. Capital Wealth Advisors
Texas
$507K +$18.7K +671 +4%