We are live on ! Find out more
SPTL icon

State Street SPDR Portfolio Long Term Treasury ETF

437 hedge funds and large institutions have $10.8B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 188 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,292% more call options, than puts

Call options by funds: $7.68M | Put options by funds: $552K

77% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 43

32% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 142

15% more capital invested

Capital invested by funds: $9.4B → $10.8B (+$1.39B)

7% more funds holding

Funds holding: 409437 (+28)

1.9% less ownership

Funds ownership: 94.59%92.69% (-1.9%)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

Holders
437
Holders Change
+28
Holders Change %
+6.85%
% of All Funds
6.28%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.37%
New
76
Increased
188
Reduced
142
Closed
43
Calls
$7.68M
Puts
$552K
Net Calls
+$7.13M
Net Calls Change
+$6.43M
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
26
Great Valley Advisor Group
Delaware
$70.3M +$14.8M +519,535 +27%
SWIG
27
Strategic Wealth Investment Group
Kentucky
$70M +$25.6M +898,755 +60%
OIA
28
OneDigital Investment Advisors
Kansas
$65.2M +$34K +1,193 +0.1%
LMIM
29
Lockheed Martin Investment Management
Maryland
$60.6M +$17M +597,400 +40%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$58.7M +$8.72M +305,734 +18%
VFA
31
Voya Financial Advisors
Connecticut
$52.5M -$2.04M -71,353 -4%
ODIJL
32
One Day In July LLC
Vermont
$51.3M +$9.73M +341,142 +24%
RA
33
RFG Advisory
Alabama
$50.7M -$5.12M -179,382 -9%
Osaic Holdings
34
Osaic Holdings
Arizona
$46.2M +$9.98M +349,719 +28%
Wells Fargo
35
Wells Fargo
California
$42.6M -$3.95M -138,302 -9%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$41.4M +$6.73M +235,829 +20%
LOIM
37
Liberty One Investment Management
Illinois
$38.4M -$863K -30,265 -2%
AWM
38
AE Wealth Management
Kansas
$37.3M +$13.9M +486,946 +61%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$34.4M +$20.1M +703,115 +147%
ST
40
Spinnaker Trust
Maine
$33.9M -$7.61M -266,718 -19%
Ameriprise
41
Ameriprise
Minnesota
$33.2M +$5.88M +205,967 +22%
EWA
42
ERTS Wealth Advisors
Michigan
$32.7M +$526K +18,435 +2%
Charles Schwab
43
Charles Schwab
California
$29.5M +$137K +4,802 +0.5%
AA
44
Advisory Alpha
Michigan
$28.2M +$3.81M +133,489 +16%
PS
45
Principal Securities
Iowa
$25.9M +$6.11M +214,201 +32%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$25.7M +$8.54M +299,218 +51%
GAG
47
GM Advisory Group
New York
$24.1M +$3.96M +138,662 +20%
FHA
48
Flagship Harbor Advisors
Massachusetts
$23.7M +$12.1M +424,193 +108%
HPG
49
Harvest Portfolios Group
Ontario, Canada
$23.5M +$6.41M +224,857 +39%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$23.3M +$1.04M +36,422 +5%