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State Street SPDR Portfolio Long Term Treasury ETF

409 hedge funds and large institutions have $9.4B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 201 increasing their positions, 108 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,109% more call options, than puts

Call options by funds: $729K | Put options by funds: $33K

86% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 108

49% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 49

8% more capital invested

Capital invested by funds: $8.74B → $9.4B (+$656M)

5% more funds holding

Funds holding: 391409 (+18)

2.1% less ownership

Funds ownership: 96.69%94.59% (-2.1%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

Holders
409
Holders Change
+18
Holders Change %
+4.6%
% of All Funds
5.91%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
73
Increased
201
Reduced
108
Closed
49
Calls
$729K
Puts
$33K
Net Calls
+$696K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
WJA
301
Willis Johnson & Associates
Texas
$255K +$253K +9,384 New
RFG
302
Range Financial Group
Oregon
$254K +$25.3K +939 +11%
BWAM
303
Boyd Watterson Asset Management
Ohio
$253K -$39.3K -1,457 -14%
CAS
304
Coppell Advisory Solutions
Texas
$251K +$249K +9,236 New
HAS
305
HBW Advisory Services
California
$248K -$723K -26,790 -75%
SFS
306
Strategic Financial Services
New York
$243K -$281K -10,412 -54%
WANY
307
Wealthspire Advisors (New York)
New York
$233K +$231K +8,576 New
QPWM
308
Quadrant Private Wealth Management
Pennsylvania
$222K +$22.8K +844 +12%
BCM
309
Brookstone Capital Management
Illinois
$222K -$20.7K -768 -9%
AFA
310
AllGen Financial Advisors
Florida
$221K -$6.99M -258,974 -97%
LIA
311
LifePlan Investment Advisors
North Carolina
$220K +$218K +8,072 New
AF
312
Allworth Financial
California
$219K -$214K -7,937 -50%
FLA
313
Financial Life Advisors
Texas
$218K -$264K -9,764 -55%
BF
314
BOK Financial
Oklahoma
$204K +$26.3K +973 +15%
GFPC
315
Global Financial Private Client
Florida
$200K +$199K +7,362 New
EWA
316
EP Wealth Advisors
California
$187K -$4.51K -167 -2%
HBW
317
Hazlett, Burt & Watson
West Virginia
$184K +$182K +6,749 New
Bank of Montreal
318
Bank of Montreal
Ontario, Canada
$179K +$27.2K +1,008 +19%
WWP
319
WR Wealth Planners
Missouri
$171K +$8.15K +302 +5%
CP
320
Castleview Partners
Texas
$170K +$143K +5,296 +558%
TAM
321
Tucker Asset Management
Colorado
$156K +$8.18K +303 +6%
CIAS
322
Capital Investment Advisory Services
North Carolina
$155K -$702 -26 -0.5%
TCM
323
Tradewinds Capital Management
Washington
$131K -$42.7M -1,580,365 -100%
RWPA
324
Richard W. Paul & Associates
Michigan
$126K +$123K +4,542 +4,832%
TWC
325
TD Waterhouse Canada
Ontario, Canada
$115K