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State Street SPDR Portfolio Long Term Treasury ETF

262 hedge funds and large institutions have $5.63B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 79 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 79

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 38

20% more call options, than puts

Call options by funds: $595K | Put options by funds: $496K

3% more funds holding

Funds holding: 255262 (+7)

0% more capital invested

Capital invested by funds: $5.63B → $5.63B (+$2.88M)

5.49% less ownership

Funds ownership: 101.41%95.92% (-5.5%)

Holders
262
Holders Change
+7
Holders Change %
+2.75%
% of All Funds
4.41%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
46
Increased
107
Reduced
79
Closed
38
Calls
$595K
Puts
$496K
Net Calls
+$99K
Net Calls Change
-$548K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
251
Ancora Advisors
Ohio
$2K +$2.47K +73 New
ACA
252
Aptus Capital Advisors
Alabama
$1K
CWM
253
Curi Wealth Management
North Carolina
$1K
EWM
254
Endurance Wealth Management
Rhode Island
$1K
SPWM
255
Spartan Planning & Wealth Management
North Carolina
$1K
GGI
256
Godsey & Gibb Inc
Virginia
$1K +$610 +18 New
TFA
257
Transamerica Financial Advisors
Florida
$1K +$813 +24 New
5L
258
55I LLC
Massachusetts
-$25.2M -666,923 Closed
SKK
259
Shepherd Kaplan Krochuk
Massachusetts
-$17.5M -463,525 Closed
FS
260
Ferguson Shapiro
Georgia
-$14.8M -390,104 Closed
CFO
261
Capitol Family Office
Oregon
-$9.72M -257,044 Closed
SWM
262
SFG Wealth Management
Maryland
-$4.88M -129,099 Closed
APWA
263
Atlas Private Wealth Advisors
New Jersey
-$4.2M -111,154 Closed
GWA
264
GGM Wealth Advisors
Maryland
-$3.72M -108,465 Closed
Citadel Advisors
265
Citadel Advisors
Florida
-$2.97M -87,772 Closed
SGI
266
Summit Global Investments
Utah
-$3.3M -87,199 Closed
SWA
267
Stratos Wealth Advisors
Ohio
-$3.17M -83,885 Closed
CPO
268
Cerity Partners OCIO
New York
-$3.03M -80,229 Closed
WCM
269
Wealthcare Capital Management
Virginia
-$2.8M -73,979 Closed
TC
270
Trilogy Capital
California
-$2.56M -67,611 Closed
TF
271
Trek Financial
Arizona
-$2.44M -64,453 Closed
WCA
272
Westover Capital Advisors
Delaware
-$1.49M -39,431 Closed
AI
273
Atria Investments
North Carolina
-$1.16M -30,659 Closed
TFA
274
Teamwork Financial Advisors
Texas
-$1.16M -30,644 Closed
NFP
275
Narus Financial Partners
Utah
-$937K -24,778 Closed