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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
ACM
376
Anfield Capital Management
California
$1.59K +$1.59K +57 New
NP
377
NorthRock Partners
Minnesota
$1.45K -$10.2K -365 -88%
GWSA
378
Global Wealth Strategies & Associates
Colorado
$1.37K +$1.37K +49 New
RIA
379
Realta Investment Advisors
Delaware
$1.37K +$1.37K +49 New
IHWM
380
Iron Horse Wealth Management
Iowa
$894
CAM
381
Creekmur Asset Management
Illinois
$699
BWL
382
Bogart Wealth LLC
Virginia
$643
SIS
383
Sound Income Strategies
Florida
$587 -$1.7K -61 -74%
LFG
384
Larson Financial Group
Missouri
$561 -$2.96K -106 -84%
AWM
385
Atticus Wealth Management
Florida
$559 -$5.69K -204 -91%
M
386
MOTCO
Texas
$335 +$335 +12 New
OC
387
Oakworth Capital
Alabama
$251 +$251 +9 New
BNP Paribas Financial Markets
388
BNP Paribas Financial Markets
France
$224 -$499K -17,892 -100%
NL
389
NVWM LLC
Pennsylvania
$224 +$223 +8 New
AWM
390
Aspire Wealth Management
Massachusetts
$187 -$56 -2 -22%
AWM
391
Avior Wealth Management
Nebraska
$167 +$167 +6 New
HIA
392
Harbor Investment Advisory
Maryland
$56
HWM
393
Horizon Wealth Management
Illinois
-$26.8M -924,969 Closed
AA
394
ACT Advisors
North Carolina
-$15.8M -545,905 Closed
PWP
395
PrairieView Wealth Partners
Illinois
-$10.4M -358,206 Closed
FGA
396
Fortis Group Advisors
New Jersey
-$7.31M -236,563 Closed
FTB
397
First Trust Bank
Bahamas
-$6.44M -222,000 Closed
PFA
398
Peak Financial Advisors
Colorado
-$5.32M -183,328 Closed
BIP
399
Blueprint Investment Partners
North Carolina
-$5.1M -175,744 Closed
WAP
400
Wealthcare Advisory Partners
Pennsylvania
-$4.8M -165,541 Closed