We are live on ! Find out more
SPTL icon

State Street SPDR Portfolio Long Term Treasury ETF

307 hedge funds and large institutions have $6.09B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 126 increasing their positions, 103 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $287K

22% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 103

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

15% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 46

5% more capital invested

Capital invested by funds: $5.8B → $6.09B (+$293M)

3.7% more ownership

Funds ownership: 93.59%97.28% (+3.7%)

0% more funds holding

Funds holding: 307307 (0)

Holders
307
Holders Change
Holders Change %
0%
% of All Funds
4.89%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.33%
New
53
Increased
126
Reduced
103
Closed
46
Calls
$1.21M
Puts
$287K
Net Calls
+$923K
Net Calls Change
+$754K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$20.7M +$8.91M +293,185 +78%
FTB
27
First Trust Bank
Bahamas
$19.2M
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$18.9M +$18.6M +612,940 New
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$17.4M +$1.04M +34,233 +6%
NHFG
30
New Harbor Financial Group
Massachusetts
$17.4M -$382K -12,565 -2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$17.1M +$2.74M +90,144 +19%
IWC
32
Integrated Wealth Concepts
Massachusetts
$17M +$7.27M +239,402 +77%
TI
33
Tidal Investments
Wisconsin
$16.5M +$16.2M +533,199 New
OBWP
34
O'Brien Wealth Partners
Massachusetts
$15.6M +$1.05M +34,674 +7%
Truist Financial
35
Truist Financial
North Carolina
$15.5M +$1.4M +46,153 +10%
AA
36
ACT Advisors
North Carolina
$15.4M +$15.1M +497,615 New
FAG
37
Financial Advisory Group
Texas
$15.3M +$549K +18,059 +4%
Ameriprise
38
Ameriprise
Minnesota
$14.2M +$2.16M +71,244 +18%
HI
39
Horizon Investments
North Carolina
$13.4M -$9.39M -309,052 -42%
LMIM
40
Lockheed Martin Investment Management
Maryland
$12.7M -$15.7M -515,800 -56%
CAN
41
Cetera Advisor Networks
California
$12.2M +$3.18M +104,843 +36%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$11.2M +$125K +4,099 +1%
AFA
43
AllGen Financial Advisors
Florida
$11.1M -$1.65M -54,232 -13%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$10.4M +$4.14M +136,451 +68%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$10.3M +$1.54M +50,812 +18%
TVAMP
46
Tennessee Valley Asset Management Partners
Tennessee
$10.3M -$142K -4,666 -1%
CIAS
47
CFS Investment Advisory Services
New Jersey
$10.1M +$5.04M +166,003 +103%
STA
48
Summit Trail Advisors
New York
$9.94M +$8.62M +283,701 +740%
Wells Fargo
49
Wells Fargo
California
$9.83M +$3.17M +104,495 +49%
Mariner
50
Mariner
Kansas
$9.69M +$165K +5,423 +2%