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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
LA
301
Lifeworks Advisors
Michigan
$393K +$9.07K +331 +2%
CAM
302
Cresset Asset Management
Illinois
$391K -$3.67K -134 -0.9%
VCM
303
Versant Capital Management
Arizona
$379K +$30.4K +1,111 +8%
Creative Planning
304
Creative Planning
Kansas
$373K +$143K +5,208 +58%
BPA
305
Beacon Pointe Advisors
California
$367K -$104K -3,789 -21%
KFG
306
Kingdom Financial Group
Arizona
$365K +$5.56K +203 +1%
SSF
307
Southern Style Financial
California
$355K +$371K +13,553 New
AFG
308
Atomi Financial Group
New York
$353K -$613K -22,375 -62%
BIA
309
Bell Investment Advisors
California
$352K +$369K +13,456 New
WAG
310
Wallace Advisory Group
California
$349K -$12.6K -460 -4%
GWM
311
GK Wealth Management
Nevada
$346K +$361K +13,198 New
BFG
312
Birch Financial Group
New Hampshire
$343K +$359K +13,102 New
UWM
313
USAdvisors Wealth Management
Minnesota
$343K -$3.21K -117 -0.9%
CAS
314
Coppell Advisory Solutions
Texas
$333K -$5.56K -203 -2%
RIA
315
Regal Investment Advisors
Michigan
$329K +$4.14K +151 +1%
4A
316
4Wealth Advisors
Illinois
$328K +$343K +12,508 New
US Bancorp
317
US Bancorp
Minnesota
$324K -$8.44K -308 -2%
CAM
318
Clark Asset Management
New Hampshire
$319K +$42K +1,535 +14%
APWM
319
Anchor Pointe Wealth Management
Missouri
$319K +$332K +12,121 New
CCFM
320
Clear Creek Financial Management
Washington
$312K -$202K -7,381 -38%
BCM
321
Brookstone Capital Management
Illinois
$303K -$115K -4,213 -27%
Mercer Global Advisors
322
Mercer Global Advisors
Colorado
$302K -$93.2K -3,404 -23%
FAIM
323
Financial Advocates Investment Management
Washington
$301K +$8.77K +320 +3%
GM
324
GeoWealth Management
Illinois
$295K -$883K -32,222 -74%
WCM
325
WealthTrak Capital Management
Virginia
$295K +$308K +11,262 New