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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
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$213K -$20.5K -736 -9%
AT
302
Arden Trust
Delaware
$213K -$14.3M -511,144 -99%
QPWM
303
Quadrant Private Wealth Management
Pennsylvania
$205K +$204K +7,321 New
VCM
304
Versant Capital Management
Arizona
$203K +$82.1K +2,944 +68%
EWA
305
EP Wealth Advisors
California
$197K -$55.8K -2,000 -22%
PA
306
PSI Advisors
Florida
$186K +$90.9K +3,258 +96%
TRCT
307
Tower Research Capital (TRC)
New York
$179K +$31.5K +1,130 +21%
BF
308
BOK Financial
Oklahoma
$179K
WWP
309
WR Wealth Planners
Missouri
$168K +$167K +5,998 New
CIAS
310
Capital Investment Advisory Services
North Carolina
$160K +$56.4K +2,022 +55%
SWM
311
Spire Wealth Management
Virginia
$152K -$17.4K -622 -10%
TAM
312
Tucker Asset Management
Colorado
$152K +$147K +5,263 +3,078%
Bank of Montreal
313
Bank of Montreal
Ontario, Canada
$151K -$64.4K -2,309 -30%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$150K +$150K +5,360 +33,500%
PWA
315
Provenance Wealth Advisors
Florida
$145K
IWMA
316
Ironwood Wealth Management (Arizona)
Arizona
$145K -$4.83K -173 -3%
TWC
317
TD Waterhouse Canada
Ontario, Canada
$117K +$25.9K +927 +27%
GWP
318
Gen-Wealth Partners
Michigan
$95.5K +$95.3K +3,418 New
AWA
319
Alaska Wealth Advisors
Alaska
$93.6K +$32.9K +1,178 +54%
GI
320
Gradient Investments
Minnesota
$86.2K -$57K -2,045 -40%
HI
321
Horizon Investments
North Carolina
$83.6K -$363 -13 -0.4%
CPG
322
Custom Portfolio Group
Colorado
$71K
CFD
323
Creative Financial Designs
Indiana
$68.6K +$12.9K +464 +23%
AFWM
324
Abich Financial Wealth Management
Virginia
$67.8K -$45.3K -1,623 -40%
LFA
325
LGT Financial Advisors
Texas
$64.5K -$16.8K -601 -21%