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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
NMG
401
New Millennium Group
Utah
$16.1K +$16.8K +614 New
FFO
402
Fortitude Family Office
Arizona
$15.5K
LFA
403
LGT Financial Advisors
Texas
$14.8K -$30K -1,095 -66%
KIM
404
Kestra Investment Management
Texas
$14.1K +$14.7K +538 New
OWP
405
ORG Wealth Partners
Texas
$13.8K -$3.89K -142 -21%
SHF
406
Safe Harbor Fiduciary
Florida
$12K +$55 +2 +0.4%
PIS
407
POM Investment Strategies
North Carolina
$11.6K +$12.2K +444 New
HR
408
Howe & Rusling
New York
$11.1K +$11.6K +425 New
SC
409
SouthState Corp
Florida
$10.5K +$11K +401 New
CBT
410
CoreFirst Bank & Trust
Kansas
$10.2K +$10.7K +390 New
BWL
411
Bogart Wealth LLC
Virginia
$9.98K
LC
412
Lavaca Capital
Texas
$9.72K +$10.2K +371 New
HFS
413
Hantz Financial Services
Michigan
$9K +$9.26K +338 +3,380%
NCM
414
Northwest Capital Management
Oregon
$8.07K +$1.04K +38 +14%
OPTFSNA
415
Old Point Trust & Financial Services N A
Virginia
$7.52K +$7.86K +287 New
HHGA
416
Halbert Hargrove Global Advisors
California
$7.33K +$7.67K +280 New
CA
417
Crewe Advisors
Utah
$7.1K -$37.7K -1,376 -84%
GWANC
418
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.07K +$82 +3 +1%
TPW
419
Talon Private Wealth
Florida
$6.47K
CA
420
Continuum Advisory
Idaho
$6.02K -$3.53K -129 -36%
HGERS
421
Householder Group Estate & Retirement Specialist
Arizona
$6K -$13.3K -486 -65%
TCG
422
Transcendent Capital Group
Oklahoma
$5.29K +$5.53K +202 New
DFA
423
DHJJ Financial Advisors
Illinois
$3.75K
PSFG
424
Park Square Financial Group
Georgia
$3.75K +$3.92K +143 New
SAM
425
Synergy Asset Management
Washington
$3.55K +$3.34K +122 New