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State Street SPDR Portfolio Long Term Treasury ETF

391 hedge funds and large institutions have $8.74B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 164 increasing their positions, 138 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $712K | Put options by funds: $302K

24% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 50

19% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 138

8% more capital invested

Capital invested by funds: $8.08B → $8.74B (+$658M)

1.12% more ownership

Funds ownership: 95.57%96.69% (+1.1%)

1% more funds holding

Funds holding: 387391 (+4)

20% less funds holding in top 10

Funds holding in top 10: 3528 (-7)

Holders
391
Holders Change
+4
Holders Change %
+1.03%
% of All Funds
5.63%
Holding in Top 10
28
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
62
Increased
164
Reduced
138
Closed
50
Calls
$712K
Puts
$302K
Net Calls
+$410K
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
RFG Advisory
Alabama
$43.4M +$15.7M +564,109 +57%
Osaic Holdings
27
Osaic Holdings
Arizona
$42.8M -$6.47M -231,933 -13%
ST
28
Spinnaker Trust
Maine
$40.2M -$1.48M -53,126 -4%
FHA
29
Flagship Harbor Advisors
Massachusetts
$38.5M +$34.2M +1,227,750 +808%
LOIM
30
Liberty One Investment Management
Illinois
$37.9M +$626K +22,441 +2%
CAN
31
Cetera Advisor Networks
California
$34.6M -$1.62M -58,158 -4%
RJA
32
Raymond James & Associates
Florida
$34.1M +$2.23M +79,992 +7%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$31.3M +$9.07M +325,259 +41%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$29M +$28.9M +1,037,430 New
Charles Schwab
35
Charles Schwab
California
$28.7M +$4.83M +172,983 +20%
EWA
36
ERTS Wealth Advisors
Michigan
$28.6M +$28.5M +1,022,220 New
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$26.3M +$11.1M +396,138 +73%
Wells Fargo
38
Wells Fargo
California
$25.1M -$6.71M -240,499 -21%
HPG
39
Harvest Portfolios Group
Ontario, Canada
$24.8M +$9.91M +355,150 +67%
ML
40
McAdam LLC
Pennsylvania
$24.5M +$1.49M +53,477 +6%
AA
41
Advisory Alpha
Michigan
$22.8M +$22.8M +817,265 New
ODIJL
42
One Day In July LLC
Vermont
$22.5M +$15.7M +564,262 +233%
GP
43
Girard Partners
Pennsylvania
$21.2M +$7.19M +257,784 +52%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$20.5M +$10.1M +360,720 +96%
PAG
45
Private Advisor Group
New Jersey
$20.2M -$4.81M -172,500 -19%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$20.1M +$3.58M +128,338 +22%
OBWP
47
O'Brien Wealth Partners
Massachusetts
$20M +$2.38M +85,279 +13%
AWM
48
AE Wealth Management
Kansas
$20M -$17.1M -611,718 -46%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$19M
MC
50
McMorgan & Co
California
$18.4M -$207K -7,433 -1%