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State Street SPDR Portfolio Long Term Treasury ETF

307 hedge funds and large institutions have $5.8B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 100 increasing their positions, 108 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 35

45% more call options, than puts

Call options by funds: $546K | Put options by funds: $377K

21% more capital invested

Capital invested by funds: $4.79B → $5.8B (+$1.01B)

13% more funds holding

Funds holding: 272307 (+35)

7% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 108

3.83% less ownership

Funds ownership: 97.42%93.59% (-3.8%)

14% less funds holding in top 10

Funds holding in top 10: 2118 (-3)

Holders
307
Holders Change
+35
Holders Change %
+12.87%
% of All Funds
4.93%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.29%
New
76
Increased
100
Reduced
108
Closed
35
Calls
$546K
Puts
$377K
Net Calls
+$169K
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
51
Betterment LLC
New York
$7.58M -$285K -9,737 -4%
FLA
52
Financial Life Advisors
Texas
$7.56M +$6.27M +214,258 +465%
TC
53
Trilogy Capital
California
$7.49M +$7.56M +258,075 New
BCM
54
Basswood Capital Management
New York
$7.14M
PI
55
PFS Investments
Georgia
$7.05M +$91.6K +3,128 +1%
FHA
56
Flagship Harbor Advisors
Massachusetts
$6.5M +$6.56M +224,045 New
TSS
57
Two Sigma Securities
New York
$6.37M +$331K +11,298 +5%
Wells Fargo
58
Wells Fargo
California
$6.21M -$2.06M -70,491 -25%
BA
59
Bridge Advisory
California
$6.13M +$3.29M +112,294 +114%
PAS
60
Park Avenue Securities
New York
$6.06M -$1.49M -50,993 -20%
FAM
61
Frontier Asset Management
Wyoming
$5.9M -$3.47M -118,617 -37%
AWE
62
Avidian Wealth Enterprises
Texas
$5.89M -$83.8K -2,861 -1%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$5.82M +$4.68M +159,738 +391%
FVWA
64
Foster Victor Wealth Advisors
South Carolina
$5.76M +$5.52M +188,644 New
APA
65
Astoria Portfolio Advisors
New York
$5.6M +$5.32M +181,674 New
SRSA
66
S.R. Schill & Associates
Washington
$5.12M +$603K +20,603 +13%
KWM
67
Kingsview Wealth Management
Oregon
$4.9M +$117K +3,992 +2%
CIAS
68
CFS Investment Advisory Services
New Jersey
$4.68M -$236M -8,069,585 -98%
SGI
69
Summit Global Investments
Utah
$4.35M +$2.72M +92,745 +162%
BA
70
BCM Advisors
Louisiana
$3.94M +$122K +4,150 +3%
HPA
71
High Probability Advisors
New York
$3.89M +$183K +6,267 +5%
SFS
72
Security Financial Services
Indiana
$3.81M -$2.08M -71,195 -35%
FD
73
Financial Designs
California
$3.8M +$3.84M +131,043 New
AFWM
74
AMJ Financial Wealth Management
Virginia
$3.79M -$102K -3,498 -3%
APC
75
Aspire Private Capital
North Carolina
$3.78M -$1.54M -52,606 -29%