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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
PIA
376
Powell Investment Advisors
Florida
$22.9K +$22.5K +788 New
PFBT
377
Parkside Financial Bank & Trust
Missouri
$21.8K +$21.4K +749 New
HGERS
378
Householder Group Estate & Retirement Specialist
Arizona
$21K -$799 -28 -4%
FMP
379
Financial Management Professionals
Texas
$21K
Toronto Dominion Bank
380
Toronto Dominion Bank
Ontario, Canada
$19.9K -$51.6K -1,808 -73%
OWP
381
ORG Wealth Partners
Texas
$19.4K +$19.1K +668 New
AW
382
Avion Wealth
Texas
$19K -$13K -455 -40%
HNB
383
Huntington National Bank
Ohio
$17.8K
FFO
384
Fortitude Family Office
Arizona
$17.2K +$16.8K +590 New
UCI
385
Uncommon Cents Investing
Wisconsin
$16.5K +$16.2K +569 New
NS
386
NBC Securities
Alabama
$14K +$14.6K +513 New
SHF
387
Safe Harbor Fiduciary
Florida
$13.2K +$13K +455 New
ADL
388
Asset Dedication LLC
California
$12.8K +$12.6K +441 New
CIBC Private Wealth Group
389
CIBC Private Wealth Group
Georgia
$11.7K +$11.5K +403 New
BL
390
Balentine LLC
Georgia
$11.3K +$11.1K +388 New
AWM
391
Avior Wealth Management
Nebraska
$11.3K +$11K +387 New
BWL
392
Bogart Wealth LLC
Virginia
$11.1K +$10.2K +358 +1,557%
FAM
393
Flaharty Asset Management
Florida
$9.97K +$9.79K +343 New
CA
394
Continuum Advisory
Idaho
$9.66K +$4.19K +147 +69%
William Blair & Company
395
William Blair & Company
Illinois
$9.54K -$16.1K -565 -63%
SWM
396
Spire Wealth Management
Virginia
$8.55K
NCM
397
Northwest Capital Management
Oregon
$7.85K +$7.7K +270 New
GWANC
398
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.75K -$3.68K -129 -33%
CT
399
Clearstead Trust
Maine
$7.44K
TPW
400
Talon Private Wealth
Florida
$7.18K +$7.05K +247 New