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SPDR Portfolio Long Term Treasury ETF

389 hedge funds and large institutions have $8.74B invested in SPDR Portfolio Long Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 164 increasing their positions, 138 reducing their positions, and 50 closing their positions.

Holders
389
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
5.64%
Holding in Top 10
27
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.86%
% of All Funds
0.39%
New
60
Increased
164
Reduced
138
Closed
50
Calls
$712K
Puts
$302K
Net Calls
+$410K
Net Calls Change
-$3.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
51
Principal Securities
Iowa
$18.3M +$12.9M +462,654 +238%
Mariner
52
Mariner
Kansas
$17.2M +$4.74M +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 +$7.43M +266,048 +88%
FAG
55
Financial Advisory Group
Texas
$15.6M +$1.28M +45,700 +9%
IWC
56
Integrated Wealth Concepts
Massachusetts
$14.8M -$2.12M -75,750 -13%
Ameriprise
57
Ameriprise
Minnesota
$14.2M -$7.35M -259,625 -34%
WWA
58
WCG Wealth Advisors
Nevada
$14M +$603K +21,597 +4%
AWE
59
Avidian Wealth Enterprises
Texas
$13.8M +$796K +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 +$12.7M +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 +$690K +24,685 +6%
NW
66
NewEdge Wealth
Pennsylvania
$11.9M +$1.24M +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 +$584K +20,895 +6%
SFP
70
Shepherd Financial Partners
Massachusetts
$10.6M -$6.9M -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 +$500K +17,904 +5%
MG
73
Mather Group
Illinois
$9.62M -$20.3K -701 -0.2%
CA
74
Cetera Advisors
Colorado
$9.44M +$6.38M +228,461 +209%
SFS
75
Security Financial Services
Indiana
$9.12M -$158K -5,662 -2%