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State Street SPDR Portfolio Long Term Treasury ETF

262 hedge funds and large institutions have $5.63B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 79 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 79

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 38

20% more call options, than puts

Call options by funds: $595K | Put options by funds: $496K

3% more funds holding

Funds holding: 255262 (+7)

0% more capital invested

Capital invested by funds: $5.63B → $5.63B (+$2.88M)

5.49% less ownership

Funds ownership: 101.41%95.92% (-5.5%)

Holders
262
Holders Change
+7
Holders Change %
+2.75%
% of All Funds
4.41%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
46
Increased
107
Reduced
79
Closed
38
Calls
$595K
Puts
$496K
Net Calls
+$99K
Net Calls Change
-$548K
Name Holding Trade Value Shares
Change
Change in
Stake
FAG
26
Financial Advisory Group
Texas
$16.3M +$16.7M +493,471 New
FAM
27
Frontier Asset Management
Wyoming
$15.8M +$53K +1,566 +0.3%
OBWP
28
O'Brien Wealth Partners
Massachusetts
$14M +$377K +11,132 +3%
Truist Financial
29
Truist Financial
North Carolina
$13.7M +$9.74M +287,437 +226%
LMIM
30
Lockheed Martin Investment Management
Maryland
$13.6M
MCC
31
Money Concepts Capital
Florida
$13.3M +$13.5M +397,767 +17,423%
TAIM
32
TD Ameritrade Investment Management
Nebraska
$13M -$8.3M -245,084 -38%
RIM
33
Redwood Investment Management
Arizona
$13M +$70.5K +2,082 +0.5%
AFA
34
AllGen Financial Advisors
Florida
$12.8M +$3.14M +92,568 +31%
KF
35
Krilogy Financial
Missouri
$11.9M -$457K -13,479 -4%
CWM
36
Congress Wealth Management
Massachusetts
$11.7M +$11.7M +345,957 +4,023%
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$11.7M +$3.46M +102,059 +41%
MC
38
McMorgan & Co
California
$11.6M +$526K +15,517 +5%
MD
39
Money Design
Japan
$10.9M -$833K -24,600 -7%
IWC
40
Integrated Wealth Concepts
Massachusetts
$10.8M +$4.22M +124,695 +62%
Citigroup
41
Citigroup
New York
$10.6M -$1.9K -56 -0%
ML
42
McAdam LLC
Pennsylvania
$10.3M -$1.67M -49,164 -14%
PAG
43
Private Advisor Group
New Jersey
$9.97M +$7.8M +230,206 +322%
Betterment LLC
44
Betterment LLC
New York
$8.95M -$272K -8,026 -3%
Wells Fargo
45
Wells Fargo
California
$8.29M +$4.49M +132,566 +112%
SMM
46
Stadion Money Management
Georgia
$8.28M -$71.9K -2,124 -0.8%
BCM
47
Basswood Capital Management
New York
$8.14M +$8.33M +246,080 New
PAS
48
Park Avenue Securities
New York
$7.95M +$68.1K +2,010 +0.8%
FTUS
49
Flow Traders U.S.
New York
$7.65M +$7.84M +231,444 New
APC
50
Aspire Private Capital
North Carolina
$7.48M +$1.45M +42,816 +23%