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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
PS
51
Principal Securities
Iowa
$18.3M +$12.9M +462,654 +238%
Mariner
52
Mariner
Kansas
$17.2M +$4.73M +169,570 +38%
AIA
53
Alera Investment Advisors
Illinois
$16.6M -$2.27M -81,217 -12%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$15.9M +$7.42M +266,048 +88%
FAG
55
Financial Advisory Group
Texas
$15.6M +$1.27M +45,700 +9%
IWC
56
Integrated Wealth Concepts
Massachusetts
$14.8M -$2.11M -75,750 -13%
Ameriprise
57
Ameriprise
Minnesota
$14.2M -$7.24M -259,625 -34%
WWA
58
WCG Wealth Advisors
Nevada
$14M +$602K +21,597 +4%
AWE
59
Avidian Wealth Enterprises
Texas
$13.8M +$795K +28,503 +6%
GAG
60
GM Advisory Group
New York
$13.8M +$2.81M +100,592 +26%
LMIM
61
Lockheed Martin Investment Management
Maryland
$13.2M
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$13M +$12.6M +453,116 +3,804%
TVAMP
63
Tennessee Valley Asset Management Partners
Tennessee
$12.8M -$4.25M -152,231 -25%
Citigroup
64
Citigroup
New York
$12.8M +$28 +1 +0%
STA
65
Summit Trail Advisors
New York
$12.5M +$689K +24,685 +6%
NW
66
NewEdge Wealth
Pennsylvania
$11.9M +$1.31M +47,072 +12%
CCA
67
Checchi Capital Advisers
California
$11.7M -$10.5M -376,835 -47%
MA
68
Mutual Advisors
Nebraska
$11.5M -$278K -9,960 -2%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$10.7M +$583K +20,895 +6%
SFP
70
Shepherd Financial Partners
Massachusetts
$10.6M -$6.89M -246,821 -39%
IC
71
Innealta Capital
Texas
$10.6M -$12.5M -447,665 -54%
CSPAM
72
Cary Street Partners Asset Management
Virginia
$9.83M +$499K +17,904 +5%
MG
73
Mather Group
Illinois
$9.62M -$19.6K -701 -0.2%
CA
74
Cetera Advisors
Colorado
$9.44M +$6.37M +228,461 +209%
SFS
75
Security Financial Services
Indiana
$9.12M -$158K -5,662 -2%