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State Street SPDR Portfolio Long Term Treasury ETF

409 hedge funds and large institutions have $9.4B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 201 increasing their positions, 108 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,109% more call options, than puts

Call options by funds: $729K | Put options by funds: $33K

86% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 108

49% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 49

8% more capital invested

Capital invested by funds: $8.74B → $9.4B (+$656M)

5% more funds holding

Funds holding: 391409 (+18)

2.1% less ownership

Funds ownership: 96.69%94.59% (-2.1%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

Holders
409
Holders Change
+18
Holders Change %
+4.6%
% of All Funds
5.91%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
73
Increased
201
Reduced
108
Closed
49
Calls
$729K
Puts
$33K
Net Calls
+$696K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
PS
51
Principal Securities
Iowa
$18.4M +$552K +20,447 +3%
IWC
52
Integrated Wealth Concepts
Massachusetts
$17.7M +$3.24M +119,920 +23%
Mariner
53
Mariner
Kansas
$17.5M +$735K +27,229 +4%
STA
54
Summit Trail Advisors
New York
$16.5M +$4.3M +159,233 +36%
RJA
55
Raymond James & Associates
Florida
$16.5M -$16.7M -617,116 -50%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$15.9M -$4.07M -150,891 -21%
HPG
57
Harvest Portfolios Group
Ontario, Canada
$15.9M -$8.23M -304,948 -34%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$15.7M +$166K +6,148 +1%
LJAC
59
L.J. Altfest & Co
New York
$15.6M +$14.1M +521,639 +993%
LFAS
60
Level Four Advisory Services
Texas
$14.5M +$14.4M +533,035 New
WWA
61
WCG Wealth Advisors
Nevada
$14.4M +$754K +27,947 +6%
AWE
62
Avidian Wealth Enterprises
Texas
$13.8M +$288K +10,674 +2%
SA
63
Sanctuary Advisors
Indiana
$13.4M +$13.8M +510,360 New
TVAMP
64
Tennessee Valley Asset Management Partners
Tennessee
$13.1M +$640K +23,706 +5%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$13.1M +$393K +14,549 +3%
NW
66
NewEdge Wealth
Pennsylvania
$12.8M +$557K +20,624 +5%
MA
67
Mutual Advisors
Nebraska
$12.7M +$1.28M +47,242 +11%
RWRC
68
R.W. Roge & Company
New York
$12.7M +$12.6M +464,998 New
Citigroup
69
Citigroup
New York
$12.4M +$432 +16 +0%
SCM
70
SCS Capital Management
Massachusetts
$11.6M -$83.7M -3,102,040 -88%
SC
71
Sykon Capital
New York
$10.9M +$10.5M +388,630 +3,743%
FHA
72
Flagship Harbor Advisors
Massachusetts
$10.7M -$26.7M -988,077 -72%
MG
73
Mather Group
Illinois
$10.6M +$1.25M +46,142 +14%
CSPAM
74
Cary Street Partners Asset Management
Virginia
$10.3M +$735K +27,212 +8%
SFP
75
Shepherd Financial Partners
Massachusetts
$10.2M -$172K -6,383 -2%