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State Street SPDR Portfolio Long Term Treasury ETF

437 hedge funds and large institutions have $10.8B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 188 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,292% more call options, than puts

Call options by funds: $7.68M | Put options by funds: $552K

77% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 43

32% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 142

15% more capital invested

Capital invested by funds: $9.4B → $10.8B (+$1.39B)

7% more funds holding

Funds holding: 409437 (+28)

1.9% less ownership

Funds ownership: 94.59%92.69% (-1.9%)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

Holders
437
Holders Change
+28
Holders Change %
+6.85%
% of All Funds
6.28%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.37%
New
76
Increased
188
Reduced
142
Closed
43
Calls
$7.68M
Puts
$552K
Net Calls
+$7.13M
Net Calls Change
+$6.43M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
251
Cary Street Partners Investment Advisory
Virginia
$783K +$36.6K +1,283 +5%
IWMA
252
Ironwood Wealth Management (Arizona)
Arizona
$778K -$392K -13,756 -34%
LWMI
253
Landmark Wealth Management (Illinois)
Illinois
$767K -$1.45M -50,717 -66%
FI
254
FWG Investments
Kentucky
$762K +$105K +3,684 +16%
NFG
255
Northeast Financial Group
Pennsylvania
$721K -$713K -25,008 -50%
DWP
256
Daymark Wealth Partners
Ohio
$714K -$3.17K -111 -0.4%
TVM
257
True Vision MN
Minnesota
$700K +$20.4K +714 +3%
CPL
258
CAP Partners LLC
Tennessee
$690K -$196K -6,856 -22%
OWA
259
One Wealth Advisors
California
$688K +$675K +23,673 New
GRP
260
Global Retirement Partners
California
$673K -$112K -3,936 -15%
ASN
261
Advisory Services Network
Georgia
$671K
NG
262
Norden Group
Utah
$666K -$34.9K -1,225 -5%
FTS
263
Fifth Third Securities
Ohio
$661K +$148K +5,205 +30%
LSA
264
Lansing Street Advisors
Pennsylvania
$650K +$30.2K +1,059 +5%
WWM
265
Western Wealth Management
Colorado
$646K +$634K +22,227 New
TWP
266
Triad Wealth Partners
Kansas
$645K +$572K +20,060 +945%
DAS
267
Diversify Advisory Services
Utah
$622K -$59.4K -2,081 -8%
IWS
268
Integrity Wealth Solutions
Colorado
$614K +$5.59K +196 +0.9%
LAS
269
Lloyd Advisory Services
Georgia
$613K +$34.5K +1,209 +6%
SWM
270
SeaCrest Wealth Management
New York
$596K +$19.5K +685 +3%
FSC
271
Full Sail Capital
Oklahoma
$587K +$171 +6 +0%
DWM
272
Diversify Wealth Management
Utah
$574K -$85K -2,979 -12%
SB
273
Strategic Blueprint
Georgia
$574K -$12.6K -443 -2%
IPWA
274
International Private Wealth Advisors
California
$572K -$73.8K -2,586 -12%
WJA
275
Willis Johnson & Associates
Texas
$566K +$287K +10,073 +107%