We are live on ! Find out more
SPTL icon

State Street SPDR Portfolio Long Term Treasury ETF

255 hedge funds and large institutions have $4.61B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 26

88% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 57

19% more capital invested

Capital invested by funds: $3.89B → $4.61B (+$728M)

16% more funds holding

Funds holding: 220255 (+35)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

2.68% less ownership

Funds ownership: 98.2%95.53% (-2.7%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $637K

Holders
255
Holders Change
+35
Holders Change %
+15.91%
% of All Funds
3.92%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
65
Increased
107
Reduced
57
Closed
26
Calls
Puts
$637K
Net Calls
-$637K
Net Calls Change
-$856K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
76
Stratos Wealth Advisors
Ohio
$3.35M +$3.34M +79,487 New
VAS
77
Vestmark Advisory Solutions
Massachusetts
$3.16M +$1.55M +36,873 +97%
IWC
78
Integrated Wealth Concepts
Massachusetts
$3.11M -$772K -18,375 -20%
WCM
79
Wealthcare Capital Management
Virginia
$3.07M -$19.1K -455 -0.6%
PFG
80
Pacific Financial Group
Washington
$3.05M +$3.14M +74,699 New
CP
81
Capital Planning
Washington
$3.05M +$2.48M +59,162 +452%
CW
82
CreativeOne Wealth
Kansas
$3.02M +$651K +15,507 +28%
CST
83
Charles Schwab Trust
Nevada
$3.02M -$387K -9,221 -11%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$2.98M +$615K +14,657 +26%
Truist Financial
85
Truist Financial
North Carolina
$2.72M +$106K +2,522 +4%
SFS
86
Security Financial Services
Indiana
$2.4M +$2.39M +56,970 New
APWA
87
Atlas Private Wealth Advisors
New Jersey
$2.36M +$1.95M +46,394 +480%
W
88
Wealthsimple
Ontario, Canada
$2.35M +$2.35M +55,882 New
CGFA
89
Colton Groome Financial Advisors
North Carolina
$2.32M +$2.31M +55,086 New
1WM
90
1900 Wealth Management
Texas
$2.31M +$1.8M +42,928 +364%
TFA
91
Teamwork Financial Advisors
Texas
$2.29M +$364K +8,663 +19%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$2.26M +$909K +21,660 +68%
AIA
93
Acute Investment Advisory
Arizona
$2.18M +$2.17M +51,692 New
NFG
94
Next Financial Group
Texas
$2.16M +$2.05M +48,807 +1,927%
IWM
95
IHT Wealth Management
Illinois
$1.95M +$658K +15,670 +51%
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$1.7M +$1.67M +39,658 +5,253%
RCM
97
Raleigh Capital Management
North Carolina
$1.69M +$1.69M +40,158 New
SS
98
Simplicity Solutions
Minnesota
$1.66M -$1.82M -43,446 -52%
ICMP
99
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.54M +$6.55K +156 +0.4%
AG
100
Ascent Group
Virginia
$1.48M +$1.52M +36,292 New