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State Street SPDR Portfolio Long Term Treasury ETF

461 hedge funds and large institutions have $12.3B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 164 increasing their positions, 167 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $333K

50% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 66

14% more capital invested

Capital invested by funds: $10.8B → $12.3B (+$1.48B)

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

5% more funds holding

Funds holding: 437461 (+24)

3.03% more ownership

Funds ownership: 92.69%95.72% (+3%)

2% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 167

Holders
461
Holders Change
+24
Holders Change %
+5.49%
% of All Funds
6.07%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.37%
New
99
Increased
164
Reduced
167
Closed
66
Calls
$1.07M
Puts
$333K
Net Calls
+$733K
Net Calls Change
-$6.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Congress Wealth Management
Massachusetts
$65.6M -$485K -17,720 -0.7%
AWMS
27
Advocacy Wealth Management Services
Georgia
$64.8M +$59K +2,153 +0.1%
TC
28
TownSquare Capital
Utah
$62.4M -$28.6M -1,044,611 -30%
OIA
29
OneDigital Investment Advisors
Kansas
$61.7M +$3.11M +113,609 +5%
LMIM
30
Lockheed Martin Investment Management
Maryland
$59.6M +$5.18M +189,300 +9%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$58.6M +$6M +219,103 +11%
RA
32
RFG Advisory
Alabama
$58.1M +$13M +472,844 +27%
SWIG
33
Strategic Wealth Investment Group
Kentucky
$55.9M -$7.29M -266,094 -11%
Osaic Holdings
34
Osaic Holdings
Arizona
$53.9M +$12.8M +468,077 +29%
ODIJL
35
One Day In July LLC
Vermont
$52.6M +$6.68M +243,745 +14%
VFA
36
Voya Financial Advisors
Connecticut
$48M +$672K +24,527 +1%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$34.3M +$1.99M +72,705 +6%
AWM
38
AE Wealth Management
Kansas
$33.6M -$657 -24 -0%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$32.6M +$12.1M +442,675 +55%
Wells Fargo
40
Wells Fargo
California
$32.5M -$6.19M -226,120 -15%
DF
41
Donoghue Forlines
Massachusetts
$31.1M +$32.6M +1,188,556 New
EWA
42
ERTS Wealth Advisors
Michigan
$30.9M +$1.49M +54,327 +5%
FHA
43
Flagship Harbor Advisors
Massachusetts
$30.8M +$9.84M +359,392 +44%
IAA
44
Independent Advisor Alliance
North Carolina
$30.5M +$31.7M +1,158,233 +14,404%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$30.2M +$10.7M +389,661 +51%
Charles Schwab
46
Charles Schwab
California
$26.6M +$1.83K +67 +0%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$26.5M -$58.2M -2,125,292 -68%
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$26.1M -$11.8M -429,496 -30%
AA
49
Advisory Alpha
Michigan
$25.9M +$510K +18,638 +2%
PS
50
Principal Securities
Iowa
$24.4M +$1.13M +41,364 +5%