We are live on ! Find out more
SPTL icon

State Street SPDR Portfolio Long Term Treasury ETF

461 hedge funds and large institutions have $12.3B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 164 increasing their positions, 167 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $333K

50% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 66

14% more capital invested

Capital invested by funds: $10.8B → $12.3B (+$1.48B)

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

5% more funds holding

Funds holding: 437461 (+24)

3.03% more ownership

Funds ownership: 92.69%95.72% (+3%)

2% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 167

Holders
461
Holders Change
+24
Holders Change %
+5.49%
% of All Funds
6.07%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.37%
New
99
Increased
164
Reduced
167
Closed
66
Calls
$1.07M
Puts
$333K
Net Calls
+$733K
Net Calls Change
-$6.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
51
O'Brien Wealth Partners
Massachusetts
$24M +$3.53M +128,801 +16%
ML
52
McAdam LLC
Pennsylvania
$23.6M +$3.28M +119,744 +15%
GAG
53
GM Advisory Group
New York
$22.8M +$1.12M +40,880 +5%
CCA
54
Checchi Capital Advisers
California
$22.7M +$15.4M +562,044 +184%
NA
55
NewEdge Advisors
Louisiana
$22.2M +$1.67M +60,989 +8%
ST
56
Spinnaker Trust
Maine
$21.3M -$9.65M -352,200 -30%
GI
57
Gradient Investments
Minnesota
$20.9M +$21.8M +797,718 New
UF
58
Univest Financial
Pennsylvania
$20.6M +$3.85M +140,651 +22%
MC
59
McMorgan & Co
California
$18M +$607K +22,159 +3%
Truist Financial
60
Truist Financial
North Carolina
$17.7M +$11.7M +425,624 +170%
SA
61
Sanctuary Advisors
Indiana
$17.5M +$733K +26,757 +4%
Mariner
62
Mariner
Kansas
$17.3M -$3.73M -136,017 -17%
RWRC
63
R.W. Roge & Company
New York
$17.1M +$670K +24,475 +4%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$16.3M +$2M +73,172 +13%
IWC
65
Integrated Wealth Concepts
Massachusetts
$15.8M -$329 -12 -0%
SCM
66
SCS Capital Management
Massachusetts
$15.7M +$2.34M +85,505 +17%
Ameriprise
67
Ameriprise
Minnesota
$15M -$15.6M -568,030 -50%
AWE
68
Avidian Wealth Enterprises
Texas
$14M +$437K +15,957 +3%
Citigroup
69
Citigroup
New York
$13.5M +$4.93K +180 +0%
PAG
70
Private Advisor Group
New Jersey
$13.1M +$158K +5,757 +1%
II
71
Impact Investors
California
$13M +$13.6M +496,248 New
TVAMP
72
Tennessee Valley Asset Management Partners
Tennessee
$13M -$113K -4,129 -0.8%
RIM
73
Redwood Investment Management
Arizona
$11.7M +$833K +30,414 +7%
MPW
74
MA Private Wealth
California
$11.4M +$435K +15,871 +4%
IA
75
IFG Advisory
Georgia
$11M +$143K +5,228 +1%