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State Street SPDR Portfolio Long Term Treasury ETF

391 hedge funds and large institutions have $8.74B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 164 increasing their positions, 138 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $712K | Put options by funds: $302K

24% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 50

19% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 138

8% more capital invested

Capital invested by funds: $8.08B → $8.74B (+$658M)

1.12% more ownership

Funds ownership: 95.57%96.69% (+1.1%)

1% more funds holding

Funds holding: 387391 (+4)

20% less funds holding in top 10

Funds holding in top 10: 3528 (-7)

Holders
391
Holders Change
+4
Holders Change %
+1.03%
% of All Funds
5.63%
Holding in Top 10
28
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
62
Increased
164
Reduced
138
Closed
50
Calls
$712K
Puts
$302K
Net Calls
+$410K
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
OLVIG
351
Oliver Lagore Vanvalin Investment Group
Michigan
$12.4K +$446 +16 +4%
WPWM
352
Western Pacific Wealth Management
Illinois
$12.2K +$12.2K +436 New
BTI
353
Blue Trust Inc
Georgia
$10.9K +$8.01K +287 +281%
KFS
354
Kelly Financial Services
Massachusetts
$9.03K -$212K -7,616 -96%
HFS
355
Hantz Financial Services
Michigan
$9K
SAM
356
Smartleaf Asset Management
Massachusetts
$8.35K +$3.4K +122 +69%
GWANC
357
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.31K -$8.54K -306 -54%
CT
358
Clearstead Trust
Maine
$7.15K +$7.14K +256 New
VAG
359
VisionPoint Advisory Group
Texas
$7.04K +$3.35K +120 +91%
CFGS
360
Concourse Financial Group Securities
Alabama
$6.82K +$6.81K +244 New
FAM
361
Family Asset Management
South Carolina
$6.4K
FFA
362
Frazier Financial Advisors
Ohio
$5.83K +$5.24K +188 +895%
HR
363
Howe & Rusling
New York
$5.45K +$5.44K +195 New
First Manhattan
364
First Manhattan
New York
$5.28K
CIBC Private Wealth Group
365
CIBC Private Wealth Group
Georgia
$5.11K +$5.22K +187 New
CA
366
Continuum Advisory
Idaho
$4.49K +$4.66K +167 New
DFA
367
DHJJ Financial Advisors
Illinois
$4K
CAL
368
Capital Analysts LLC
Pennsylvania
$3K
FPB
369
First PREMIER Bank
South Dakota
$3K
ADL
370
Asset Dedication LLC
California
$3K +$2.76K +99 New
RWPA
371
Richard W. Paul & Associates
Michigan
$2.63K -$70K -2,511 -96%
BAM
372
Bellevue Asset Management
Washington
$2.18K
GEA
373
Glen Eagle Advisors
New Jersey
$2.12K
HB
374
Horizon Bancorp
Indiana
$2K -$865 -31 -26%
OSAM
375
O'Shaughnessy Asset Management
Connecticut
$1.7K +$1.7K +61 New