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State Street SPDR Portfolio Long Term Treasury ETF

307 hedge funds and large institutions have $6.09B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 126 increasing their positions, 103 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $287K

22% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 103

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

15% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 46

5% more capital invested

Capital invested by funds: $5.8B → $6.09B (+$293M)

3.7% more ownership

Funds ownership: 93.59%97.28% (+3.7%)

0% more funds holding

Funds holding: 307307 (0)

Holders
307
Holders Change
Holders Change %
0%
% of All Funds
4.89%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.33%
New
53
Increased
126
Reduced
103
Closed
46
Calls
$1.21M
Puts
$287K
Net Calls
+$923K
Net Calls Change
+$754K
Name Holding Trade Value Shares
Change
Change in
Stake
ML
51
McAdam LLC
Pennsylvania
$9.63M -$1.17M -38,583 -11%
GI
52
Gradient Investments
Minnesota
$8.97M -$6.61M -217,781 -43%
AWE
53
Avidian Wealth Enterprises
Texas
$8.41M +$2.11M +69,405 +34%
FGA
54
Fortis Group Advisors
New Jersey
$8.23M +$8.08M +265,958 New
FLA
55
Financial Life Advisors
Texas
$7.93M -$104K -3,439 -1%
PI
56
PFS Investments
Georgia
$7.74M +$83.3K +2,744 +1%
Jane Street
57
Jane Street
New York
$7.71M -$13.2M -436,004 -64%
Betterment LLC
58
Betterment LLC
New York
$7.63M -$423K -13,917 -5%
TC
59
Trilogy Capital
California
$7.56M -$403K -13,268 -5%
SFS
60
Security Financial Services
Indiana
$7.37M +$3.26M +107,420 +82%
APA
61
Astoria Portfolio Advisors
New York
$7.25M +$1.56M +51,312 +28%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$7.22M +$3.52M +115,890 +98%
WAM
63
WNY Asset Management
New York
$6.81M +$5.77M +190,016 +623%
CL
64
Choreo LLC
Illinois
$6.76M +$6.65M +218,965 New
TAIM
65
TD Ameritrade Investment Management
Nebraska
$6.56M -$1.75M -57,734 -21%
PAS
66
Park Avenue Securities
New York
$6.35M -$90.4K -2,975 -1%
FVWA
67
Foster Victor Wealth Advisors
South Carolina
$5.93M +$58.1K +1,912 +1%
TSS
68
Two Sigma Securities
New York
$5.67M -$1.09M -35,855 -16%
BA
69
Bridge Advisory
California
$5.64M -$867K -28,544 -14%
SC
70
Savant Capital
Illinois
$5.57M +$2.05M +67,413 +60%
SRSA
71
S.R. Schill & Associates
Washington
$5.42M -$26.3K -867 -0.5%
KF
72
Krilogy Financial
Missouri
$5.1M -$4.66M -153,334 -48%
KWM
73
Kingsview Wealth Management
Oregon
$5.02M -$186K -6,140 -4%
RIM
74
Redwood Investment Management
Arizona
$4.75M +$3.07M +101,153 +192%
HF
75
HRT Financial
New York
$4.72M +$4.65M +152,995 New