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State Street SPDR Portfolio Long Term Treasury ETF

262 hedge funds and large institutions have $5.63B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 79 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 79

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 38

20% more call options, than puts

Call options by funds: $595K | Put options by funds: $496K

3% more funds holding

Funds holding: 255262 (+7)

0% more capital invested

Capital invested by funds: $5.63B → $5.63B (+$2.88M)

5.49% less ownership

Funds ownership: 101.41%95.92% (-5.5%)

Holders
262
Holders Change
+7
Holders Change %
+2.75%
% of All Funds
4.41%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
46
Increased
107
Reduced
79
Closed
38
Calls
$595K
Puts
$496K
Net Calls
+$99K
Net Calls Change
-$548K
Name Holding Trade Value Shares
Change
Change in
Stake
BA
76
Bridge Advisory
California
$3.65M +$3.73M +110,146 New
AAS
77
Avantax Advisory Services
Texas
$3.56M +$153K +4,530 +4%
HFS
78
Horizon Financial Services
North Carolina
$3.53M +$112K +3,313 +3%
BCM
79
Brookstone Capital Management
Illinois
$3.5M -$1.43M -42,218 -28%
HF
80
HRT Financial
New York
$3.28M +$3.36M +99,086 New
AWA
81
Arete Wealth Advisors
Illinois
$3.24M -$6.4K -189 -0.2%
RVM
82
Robinson Value Management
Texas
$3.24M +$28.6K +845 +0.9%
FHC
83
First Heartland Consultants
Missouri
$3.2M +$25.2K +745 +0.8%
ICM
84
Islay Capital Management
Texas
$3.15M -$601K -17,735 -16%
ACM
85
AlphaStar Capital Management
North Carolina
$3.11M -$4.63M -136,773 -59%
KW
86
KWB Wealth
California
$3.01M +$3.09M +91,116 New
SA
87
Strategic Advisors
New York
$2.97M +$3.04M +89,778 New
CW
88
CreativeOne Wealth
Kansas
$2.96M +$120K +3,541 +4%
VWA
89
V Wealth Advisors
Kansas
$2.92M +$103K +3,031 +4%
WP
90
WealthSource Partners
California
$2.77M -$243K -7,167 -8%
CST
91
Charles Schwab Trust
Nevada
$2.75M +$558K +16,463 +25%
VAS
92
Vestmark Advisory Solutions
Massachusetts
$2.74M +$519K +15,336 +23%
BFG
93
Buttonwood Financial Group
Missouri
$2.35M +$73K +2,154 +3%
MG
94
Mather Group
Illinois
$2.23M +$2.28M +67,401 New
GLA
95
Good Life Advisors
Pennsylvania
$2.2M -$188K -5,542 -8%
FFG
96
Ford Financial Group
California
$2.13M +$347K +10,249 +19%
W
97
Wealthsimple
Ontario, Canada
$2.05M +$267K +7,897 +15%
AG
98
Ascent Group
Virginia
$1.97M +$253K +7,479 +15%
BWM
99
Baystate Wealth Management
Massachusetts
$1.85M +$1.18M +34,938 +166%
FNC
100
First National Corp
Massachusetts
$1.83M +$1.87M +55,302 New