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State Street SPDR Portfolio Long Term Treasury ETF

409 hedge funds and large institutions have $9.4B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 201 increasing their positions, 108 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,109% more call options, than puts

Call options by funds: $729K | Put options by funds: $33K

86% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 108

49% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 49

8% more capital invested

Capital invested by funds: $8.74B → $9.4B (+$656M)

5% more funds holding

Funds holding: 391409 (+18)

2.1% less ownership

Funds ownership: 96.69%94.59% (-2.1%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

Holders
409
Holders Change
+18
Holders Change %
+4.6%
% of All Funds
5.91%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
73
Increased
201
Reduced
108
Closed
49
Calls
$729K
Puts
$33K
Net Calls
+$696K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
ARC
401
Advisor Resource Council
Texas
$305 -$346K -12,815 -53%
M
402
MOTCO
Texas
$136 -$189 -7 -58%
AWM
403
Aspire Wealth Management
Massachusetts
$124 -$54 -2 -29%
RIL
404
Rothschild Investment LLC
Illinois
$86 +$81 +3 New
SSB
405
Sandy Spring Bank
Maryland
$82 +$81 +3 New
HIA
406
Harbor Investment Advisory
Maryland
$54
SC
407
Swan Capital
Florida
$54 +$54 +2 New
TPCW
408
TD Private Client Wealth
New York
$18 +$27 +1 New
MFS
409
Mattson Financial Services
Michigan
$14 +$27 +1 New
Neuberger Berman Group
410
Neuberger Berman Group
New York
-$19M -680,621 Closed
FFM
411
Forum Financial Management
Illinois
-$4.48M -160,436 Closed
CWMGP
412
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
-$4.44M -158,975 Closed
PCM
413
Penserra Capital Management
California
-$3.62M -129,516 Closed
KFGK
414
Keystone Financial Group (Kentucky)
Kentucky
-$3.55M -127,030 Closed
Citadel Advisors
415
Citadel Advisors
Florida
-$2.92M -108,030 Closed
LNC
416
Lincoln National Corp
Pennsylvania
-$2.67M -95,706 Closed
CBFP
417
Cedar Brook Financial Partners
Ohio
-$1.64M -58,701 Closed
RW
418
Rede Wealth
Virginia
-$1.08M -38,616 Closed
OWA
419
One Wealth Advisors
California
-$706K -25,254 Closed
WWM
420
Western Wealth Management
Colorado
-$698K -24,975 Closed
SAW
421
Signal Advisors Wealth
Michigan
-$689K -24,675 Closed
CF
422
Centaurus Financial
California
-$648K -23,205 Closed
GWP
423
Gateway Wealth Partners
Wisconsin
-$646K -23,113 Closed
EFG
424
Ehrlich Financial Group
California
-$543K -19,451 Closed
TFA
425
Teamwork Financial Advisors
Texas
-$512K -18,321 Closed