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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
RFA
326
Resurgent Financial Advisors
Georgia
$261K +$256K +8,967 New
WANY
327
Wealthspire Advisors (New York)
New York
$257K +$7.3K +256 +3%
DT
328
Diversified Trust
Tennessee
$256K +$251K +8,811 New
BWAM
329
Boyd Watterson Asset Management
Ohio
$245K -$24K -841 -9%
Manulife (Manufacturers Life Insurance)
330
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$243K +$238K +8,360 New
Corient Private Wealth
331
Corient Private Wealth
Florida
$243K +$238K +8,342 New
IAA
332
Independent Advisor Alliance
North Carolina
$234K +$229K +8,041 New
EFG
333
Elios Financial Group
Ohio
$230K +$226K +7,925 New
IA
334
IFP Advisors
Florida
$228K -$1.23M -43,053 -85%
PCIA
335
Prime Capital Investment Advisors
Kansas
$225K -$105K -3,694 -32%
PFS
336
Prospera Financial Services
Texas
$218K -$212K -7,420 -50%
BF
337
BOK Financial
Oklahoma
$216K
SIM
338
Stratos Investment Management
Ohio
$214K +$210K +7,360 New
TI
339
TrueMark Investments
Illinois
$209K -$84.6K -2,966 -29%
PW
340
Peninsula Wealth
California
$204K +$205K +7,203 New
HWM
341
HB Wealth Management
Georgia
$201K -$97.8K -3,429 -33%
WWP
342
WR Wealth Planners
Missouri
$183K -$514 -18 -0.3%
CIAS
343
Capital Investment Advisory Services
North Carolina
$155K -$10.4K -366 -6%
Fifth Third Bancorp
344
Fifth Third Bancorp
Ohio
$135K +$91.5K +3,208 +221%
GFPC
345
Global Financial Private Client
Florida
$134K -$78.5K -2,750 -37%
TAM
346
Tucker Asset Management
Colorado
$132K -$33.7K -1,183 -21%
Bank of Montreal
347
Bank of Montreal
Ontario, Canada
$121K -$63.9K -2,241 -35%
EWA
348
EP Wealth Advisors
California
$118K -$80.2K -2,811 -41%
TWC
349
TD Waterhouse Canada
Ontario, Canada
$115K -$10.2K -358 -8%
RWPA
350
Richard W. Paul & Associates
Michigan
$113K -$20.9K -734 -16%