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State Street SPDR Portfolio Long Term Treasury ETF

387 hedge funds and large institutions have $8.08B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more call options, than puts

Call options by funds: $5.59M | Put options by funds: $1.38M

102% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 53

94% more funds holding in top 10

Funds holding in top 10: 1835 (+17)

33% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 111

22% more capital invested

Capital invested by funds: $6.63B → $8.08B (+$1.45B)

16% more funds holding

Funds holding: 334387 (+53)

4.1% less ownership

Funds ownership: 99.67%95.57% (-4.1%)

Holders
387
Holders Change
+53
Holders Change %
+15.87%
% of All Funds
5.64%
Holding in Top 10
35
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+94.44%
% of All Funds
0.51%
New
107
Increased
148
Reduced
111
Closed
53
Calls
$5.59M
Puts
$1.38M
Net Calls
+$4.21M
Net Calls Change
+$5.98M
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
26
Great Valley Advisor Group
Delaware
$36.2M +$7.08M +265,719 +27%
AssetMark Inc
27
AssetMark Inc
California
$35.6M -$1.91M -71,892 -6%
RJA
28
Raymond James & Associates
Florida
$33.1M +$29M +1,087,949 +2,004%
Wells Fargo
29
Wells Fargo
California
$33M +$9.64M +362,133 +47%
Citadel Advisors
30
Citadel Advisors
Florida
$29.9M +$26.1M +980,828 +1,966%
SWIG
31
Strategic Wealth Investment Group
Kentucky
$28.8M +$1.97M +73,891 +8%
RA
32
RFG Advisory
Alabama
$28.7M -$6.88M -258,294 -21%
HWM
33
Horizon Wealth Management
Illinois
$26.8M +$24.6M +924,969 New
PAG
34
Private Advisor Group
New Jersey
$26M -$7.64M -287,045 -24%
Charles Schwab
35
Charles Schwab
California
$24.8M +$13K +489 +0.1%
IC
36
Innealta Capital
Texas
$24M +$22.1M +828,403 New
ML
37
McAdam LLC
Pennsylvania
$23.9M +$9.2M +345,386 +72%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$23.8M +$2.09M +78,444 +11%
CCA
39
Checchi Capital Advisers
California
$23.1M +$21.2M +796,843 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$23.1M +$8.06M +302,775 +62%
WP
41
WealthSource Partners
California
$22.8M -$1.55M -58,385 -7%
Ameriprise
42
Ameriprise
Minnesota
$22.1M +$91.2K +3,423 +0.5%
CA
43
CoreCap Advisors
Michigan
$21.6M +$4.15M +155,667 +26%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$19.8M +$18.1M +680,621 New
AIA
45
Alera Investment Advisors
Illinois
$19.6M +$18M +675,533 New
MC
46
McMorgan & Co
California
$19.4M +$1.98M +74,505 +13%
OBWP
47
O'Brien Wealth Partners
Massachusetts
$18.3M -$6.96M -261,331 -29%
SFP
48
Shepherd Financial Partners
Massachusetts
$18.2M +$16.7M +627,958 New
TVAMP
49
Tennessee Valley Asset Management Partners
Tennessee
$17.7M +$8.12M +305,048 +100%
IWC
50
Integrated Wealth Concepts
Massachusetts
$17.5M +$779K +29,248 +5%