We are live on ! Find out more
SPTL icon

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
AWA
351
Acorn Wealth Advisors
Michigan
$201K -$105K -3,827 -33%
EWA
352
EP Wealth Advisors
California
$190K +$87.3K +3,188 +78%
BlackRock
353
BlackRock
New York
$180K +$188K +6,864 New
AF
354
Allworth Financial
California
$176K +$83.1K +3,034 +82%
FNWA
355
Financial Network Wealth Advisors
Utah
$173K -$609K -22,237 -77%
William Blair & Company
356
William Blair & Company
Illinois
$166K +$165K +6,029 +1,838%
CIAS
357
Capital Investment Advisory Services
North Carolina
$135K -$4.79K -175 -3%
CT
358
Clearstead Trust
Maine
$118K +$117K +4,261 +1,664%
Bank of Montreal
359
Bank of Montreal
Ontario, Canada
$109K -$192 -7 -0.2%
TAM
360
Tucker Asset Management
Colorado
$103K -$16.9K -617 -14%
TWC
361
TD Waterhouse Canada
Ontario, Canada
$102K -$1.78K -65 -2%
Q1WB
362
Quest 10 Wealth Builders
Virginia
$97.4K +$102K +3,719 New
BF
363
BOK Financial
Oklahoma
$93.8K -$105K -3,850 -51%
HI
364
Horizon Investments
North Carolina
$78.4K
CP
365
Castleview Partners
Texas
$78.3K +$27.2K +993 +50%
VHAM
366
Van Hulzen Asset Management
California
$78.3K +$81.9K +2,990 New
MWA
367
Medallion Wealth Advisors
Connecticut
$78K +$81.6K +2,980 New
KWM
368
Kiker Wealth Management
Georgia
$75.6K +$79K +2,886 New
PA
369
PSI Advisors
Florida
$75.5K -$5.59M -203,959 -99%
CFD
370
Creative Financial Designs
Indiana
$74.1K +$4.63K +169 +6%
RWPA
371
Richard W. Paul & Associates
Michigan
$67.8K -$35.9K -1,312 -34%
AAP
372
Arax Advisory Partners
Colorado
$67.4K +$70.4K +2,572 New
WTC
373
WhitTier Trust Company
Nevada
$65K
AG
374
AmeriFlex Group
Nevada
$64.8K +$67.4K +2,460 New
PA
375
Parallel Advisors
California
$56.9K -$407K -14,858 -87%