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State Street SPDR Portfolio Long Term Treasury ETF

307 hedge funds and large institutions have $5.8B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 100 increasing their positions, 108 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 35

45% more call options, than puts

Call options by funds: $546K | Put options by funds: $377K

21% more capital invested

Capital invested by funds: $4.79B → $5.8B (+$1.01B)

13% more funds holding

Funds holding: 272307 (+35)

7% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 108

3.83% less ownership

Funds ownership: 97.42%93.59% (-3.8%)

14% less funds holding in top 10

Funds holding in top 10: 2118 (-3)

Holders
307
Holders Change
+35
Holders Change %
+12.87%
% of All Funds
4.93%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.29%
New
76
Increased
100
Reduced
108
Closed
35
Calls
$546K
Puts
$377K
Net Calls
+$169K
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
76
KM Capital Management
Texas
$3.49M +$3.52M +120,101 New
AWS
77
Atria Wealth Solutions
New York
$3.47M -$307K -10,487 -8%
GCA
78
Genesee Capital Advisors
New York
$3.46M +$117K +4,004 +3%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$3.43M -$917K -31,313 -21%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$3.42M -$1.18M -40,183 -25%
WP
81
WealthSource Partners
California
$3.41M -$162K -5,532 -4%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$3.29M +$111K +3,802 +3%
SC
83
Savant Capital
Illinois
$3.28M -$4.62M -157,701 -58%
BMCM
84
Burns Matteson Capital Management
New York
$3.17M +$3.19M +109,028 New
MG
85
Mather Group
Illinois
$3.13M +$20.2K +689 +0.6%
VAS
86
Vestmark Advisory Solutions
Massachusetts
$2.92M +$199K +6,794 +7%
ONB
87
Old National Bancorp
Indiana
$2.86M -$445K -15,214 -13%
BCM
88
Brookstone Capital Management
Illinois
$2.8M -$249K -8,495 -8%
FHC
89
First Heartland Consultants
Missouri
$2.8M -$1.11K -38 -0%
CW
90
CreativeOne Wealth
Kansas
$2.79M +$186K +6,367 +7%
KAS
91
Kestra Advisory Services
Texas
$2.72M +$911K +31,102 +50%
VWA
92
V Wealth Advisors
Kansas
$2.68M +$58.5K +1,999 +2%
KW
93
KWB Wealth
California
$2.63M +$50.8K +1,735 +2%
HighTower Advisors
94
HighTower Advisors
Illinois
$2.57M -$724K -24,720 -22%
TFA
95
Transamerica Financial Advisors
Florida
$2.52M +$2.54M +86,591 +412,338%
MERSOM
96
Municipal Employees' Retirement System of Michigan
Michigan
$2.42M -$794K -27,116 -25%
SA
97
Strategic Advisors
New York
$2.39M -$195K -6,661 -7%
RJA
98
Raymond James & Associates
Florida
$2.36M +$1.83M +62,361 +330%
DA
99
Detalus Advisors
Missouri
$2.35M +$467K +15,936 +24%
LJAC
100
L.J. Altfest & Co
New York
$2.29M -$42.3M -1,445,119 -95%