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State Street SPDR Portfolio Long Term Treasury ETF

461 hedge funds and large institutions have $12.3B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 164 increasing their positions, 167 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $333K

50% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 66

14% more capital invested

Capital invested by funds: $10.8B → $12.3B (+$1.48B)

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

5% more funds holding

Funds holding: 437461 (+24)

3.03% more ownership

Funds ownership: 92.69%95.72% (+3%)

2% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 167

Holders
461
Holders Change
+24
Holders Change %
+5.49%
% of All Funds
6.07%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.37%
New
99
Increased
164
Reduced
167
Closed
66
Calls
$1.07M
Puts
$333K
Net Calls
+$733K
Net Calls Change
-$6.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
251
Aveo Capital Partners
Colorado
$702K -$200K -7,302 -21%
FI
252
FWG Investments
Kentucky
$695K +$8.77K +320 +1%
SW
253
SoFi Wealth
California
$685K +$717K +26,171 New
VT
254
Vise Technologies
New York
$684K +$715K +26,109 New
NWM
255
Napa Wealth Management
California
$663K -$1.14M -41,659 -62%
IA
256
IFP Advisors
Florida
$662K +$477K +17,411 +222%
AI
257
Auour Investments
Massachusetts
$654K +$163K +5,947 +31%
FSC
258
Full Sail Capital
Oklahoma
$643K +$120K +4,366 +22%
DLHL
259
Donald L. Hagan LLC
Florida
$636K +$328K +11,984 +97%
WJA
260
Willis Johnson & Associates
Texas
$631K +$126K +4,618 +24%
WWM
261
Western Wealth Management
Colorado
$630K +$49.8K +1,819 +8%
MWM
262
Maridea Wealth Management
New York
$619K +$647K +23,634 New
Kovitz Investment Group Partners
263
Kovitz Investment Group Partners
Illinois
$618K +$646K +23,581 New
Jones Financial Companies
264
Jones Financial Companies
Missouri
$614K +$192K +7,024 +43%
FTS
265
Fifth Third Securities
Ohio
$609K +$14.5K +530 +2%
TVM
266
True Vision MN
Minnesota
$603K -$28.5K -1,042 -4%
TFA
267
Teamwork Financial Advisors
Texas
$603K -$524K -19,115 -45%
CPL
268
CAP Partners LLC
Tennessee
$589K -$34.8K -1,272 -5%
GRP
269
Global Retirement Partners
California
$587K -$20.2K -736 -3%
SIM
270
Synergy Investment Management
Florida
$550K +$575K +21,004 New
WCFA
271
Walkner Condon Financial Advisors
Wisconsin
$542K -$472K -17,241 -45%
HWP
272
Hibernia Wealth Partners
Louisiana
$541K -$593K -21,657 -51%
RFS
273
Richardson Financial Services
Massachusetts
$536K -$443K -16,184 -44%
PWAC
274
Private Wealth Advisors (California)
California
$532K +$557K +20,322 New
CSP
275
Cary Street Partners
Virginia
$529K +$553K +20,180 New