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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
CAS
301
Coppell Advisory Solutions
Texas
$374K +$102K +3,569 +39%
GWM
302
Geneos Wealth Management
Colorado
$373K +$24.5K +859 +7%
US Bancorp
303
US Bancorp
Minnesota
$369K -$22.3K -783 -6%
RIA
304
Regal Investment Advisors
Michigan
$360K +$30.3K +1,062 +9%
DLHL
305
Donald L. Hagan LLC
Florida
$357K -$348K -12,195 -50%
WAG
306
Wallace Advisory Group
California
$339K
AWA
307
Acorn Wealth Advisors
Michigan
$335K +$329K +11,518 New
Lido Advisors
308
Lido Advisors
California
$334K +$21.1K +740 +7%
PCG
309
Prosperity Consulting Group
Maryland
$325K +$319K +11,196 New
FAIM
310
Financial Advocates Investment Management
Washington
$325K -$11.3K -395 -3%
LIA
311
LifePlan Investment Advisors
North Carolina
$324K +$87.9K +3,081 +38%
CAM
312
Clark Asset Management
New Hampshire
$310K +$304K +10,657 New
SGAM
313
Stephens Group Asset Management
Arkansas
$304K +$298K +10,456 New
HAS
314
HBW Advisory Services
California
$304K +$37.6K +1,317 +14%
GS
315
GTS Securities
New York
$297K -$1.67M -58,555 -85%
SFS
316
Strategic Financial Services
New York
$285K +$25.6K +898 +10%
KWA
317
Kingswood Wealth Advisors
California
$279K -$152K -5,313 -36%
EPP
318
ETF Portfolio Partners
Kansas
$275K +$270K +9,460 New
WAP
319
Wealthcare Advisory Partners
Pennsylvania
$274K +$269K +9,436 New
BO
320
Bank OZK
Arkansas
$274K
ACM
321
Andina Capital Management
Utah
$274K -$41.9K -1,469 -13%
HBS
322
Howard Bailey Securities
Indiana
$271K +$266K +9,326 New
NCFG
323
New Century Financial Group
New Jersey
$265K +$261K +9,133 New
Creative Planning
324
Creative Planning
Kansas
$263K -$19.1K -668 -7%
CAG
325
Csenge Advisory Group
Florida
$262K -$117K -4,091 -30%