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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
DWP
276
Daymark Wealth Partners
Ohio
$322K +$322K +11,531 New
FAIM
277
Financial Advocates Investment Management
Washington
$318K -$7.22K -259 -2%
RIA
278
Regal Investment Advisors
Michigan
$314K +$110K +3,961 +55%
LMKC
279
L.M. Kohn & Company
Ohio
$311K -$115K -4,110 -27%
Lido Advisors
280
Lido Advisors
California
$309K -$354K -12,692 -53%
BWAM
281
Boyd Watterson Asset Management
Ohio
$300K -$33.4K -1,196 -10%
BTWM
282
Baker Tilly Wealth Management
Wisconsin
$297K -$387K -13,863 -57%
SC
283
Sykon Capital
New York
$290K -$10.1M -362,250 -97%
HWM
284
HB Wealth Management
Georgia
$289K
BBHC
285
Brown Brothers Harriman & Co
New York
$289K +$289K +10,347 New
CASC
286
Coppell Advisory Solutions Corp
Texas
$284K +$284K +10,177 New
NWM
287
Napa Wealth Management
California
$284K -$1.17M -42,008 -81%
HIP
288
HUB Investment Partners
Texas
$271K +$5.27K +189 +2%
WAG
289
Wallace Advisory Group
California
$271K +$4.35K +156 +2%
FW
290
FirstPurpose Wealth
Utah
$262K +$17K +609 +7%
TDC
291
Thompson Davis & Co
Virginia
$260K -$10.9K -391 -4%
IGWM
292
ICA Group Wealth Management
Colorado
$260K +$89.3K +3,203 +53%
XS
293
XR Securities
Illinois
$259K +$259K +9,273 New
AWA
294
Acorn Wealth Advisors
Michigan
$247K -$98.7K -3,538 -29%
BCM
295
Brookstone Capital Management
Illinois
$244K -$61.6K -2,208 -20%
SA
296
SpiderRock Advisors
Delaware
$236K +$241K +8,623 New
RFG
297
Range Financial Group
Oregon
$234K +$234K +8,381 New
CAG
298
Csenge Advisory Group
Florida
$222K +$7.42K +266 +3%
SP
299
Stonebrook Private
Michigan
$217K -$12.6K -453 -6%
Creative Planning
300
Creative Planning
Kansas
$215K -$30K -1,074 -12%