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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
LCWM
326
Legacy Capital Wealth Management
Texas
$288K +$301K +10,997 New
AFP
327
Ausdal Financial Partners
Iowa
$279K +$292K +10,655 New
WF
328
WinCap Financial
Massachusetts
$278K +$290K +10,606 New
SGAM
329
Stephens Group Asset Management
Arkansas
$275K +$1.21K +44 +0.4%
PAS
330
PKS Advisory Services
New York
$272K +$284K +10,379 New
OWA
331
One Wealth Advisors
California
$261K -$375K -13,690 -58%
MWM
332
Mascagni Wealth Management
Mississippi
$261K +$263K +9,590 New
ATPW
333
Ashton Thomas Private Wealth
Arizona
$259K +$271K +9,891 New
EPP
334
ETF Portfolio Partners
Kansas
$257K +$9.67K +353 +4%
PCG
335
Prosperity Consulting Group
Maryland
$247K -$48.8K -1,783 -16%
HBS
336
Howard Bailey Securities
Indiana
$242K -$2.41K -88 -0.9%
EFG
337
Ethos Financial Group
Pennsylvania
$241K +$252K +9,206 New
CAPTRUST Financial Advisors
338
CAPTRUST Financial Advisors
North Carolina
$241K +$252K +9,188 New
GWM
339
Geneos Wealth Management
Colorado
$239K -$102K -3,711 -29%
DT
340
Diversified Trust
Tennessee
$231K
BWAM
341
Boyd Watterson Asset Management
Ohio
$230K +$9.12K +333 +4%
RPCA
342
Running Point Capital Advisors
California
$226K +$236K +8,632 New
CAG
343
Csenge Advisory Group
Florida
$225K -$22.7K -827 -9%
TA
344
TFB Advisors
Kansas
$221K +$232K +8,454 New
BWMG
345
Barnes Wealth Management Group
California
$217K +$227K +8,285 New
BTWM
346
Baker Tilly Wealth Management
Wisconsin
$216K -$182K -6,643 -45%
GWP
347
Gateway Wealth Partners
Wisconsin
$211K +$221K +8,061 New
EFG
348
Elios Financial Group
Ohio
$211K +$3.26K +119 +2%
FWM
349
FSR Wealth Management
Illinois
$207K +$216K +7,887 New
KWA
350
Kingswood Wealth Advisors
California
$205K -$48.9K -1,785 -19%