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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
FLA
251
Financial Life Advisors
Texas
$496K -$1.07M -38,361 -68%
CWM
252
Cornerstone Wealth Management
Missouri
$478K +$477K +17,105 New
FFA
253
Farther Finance Advisors
California
$469K +$1.87K +67 +0.4%
KFG
254
Kingdom Financial Group
Arizona
$465K -$21.5K -770 -4%
APC
255
Aspire Private Capital
North Carolina
$463K -$1.61M -57,815 -78%
AI
256
Auour Investments
Massachusetts
$463K +$16.3K +584 +4%
AF
257
Allworth Financial
California
$444K +$285K +10,199 +180%
MFG
258
Merit Financial Group
Georgia
$438K -$27.9K -1,000 -6%
CFAM
259
Center For Asset Management
Florida
$424K +$423K +15,175 New
Vanguard Group
260
Vanguard Group
Pennsylvania
$420K +$28 +1 +0%
AAS
261
Avantax Advisory Services
Texas
$419K -$255K -9,139 -38%
HI
262
Harbour Investments
Wisconsin
$415K -$178K -6,393 -30%
KP
263
Keel Point
Alabama
$407K -$725K -25,986 -64%
IPWA
264
International Private Wealth Advisors
California
$389K -$1.41M -50,480 -78%
GM
265
GeoWealth Management
Illinois
$378K -$1.02M -36,558 -73%
ICM
266
Islay Capital Management
Texas
$371K -$31.4K -1,126 -8%
WCFA
267
Walkner Condon Financial Advisors
Wisconsin
$366K -$91.3K -3,274 -20%
IFG
268
Independent Financial Group
California
$366K +$365K +13,085 New
GWM
269
Geneos Wealth Management
Colorado
$364K -$65.6K -2,351 -15%
OFG
270
OmniStar Financial Group
North Carolina
$356K +$356K +12,758 New
VWM
271
VCI Wealth Management
Missouri
$353K +$117K +4,177 +49%
MSFS
272
Main Street Financial Solutions
Pennsylvania
$345K +$135K +4,855 +65%
SWP
273
Significant Wealth Partners
Illinois
$340K +$339K +12,153 New
OMC
274
Old Mission Capital
Illinois
$332K -$457K -16,366 -58%
FSC
275
Full Sail Capital
Oklahoma
$327K +$326K +11,687 New