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State Street SPDR Portfolio Long Term Treasury ETF

307 hedge funds and large institutions have $6.09B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 126 increasing their positions, 103 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $287K

22% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 103

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

15% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 46

5% more capital invested

Capital invested by funds: $5.8B → $6.09B (+$293M)

3.7% more ownership

Funds ownership: 93.59%97.28% (+3.7%)

0% more funds holding

Funds holding: 307307 (0)

Holders
307
Holders Change
Holders Change %
0%
% of All Funds
4.89%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.33%
New
53
Increased
126
Reduced
103
Closed
46
Calls
$1.21M
Puts
$287K
Net Calls
+$923K
Net Calls Change
+$754K
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
76
Gladstone Institutional Advisory
Florida
$4.71M +$4.03M +132,821 +670%
FAM
77
Frontier Asset Management
Wyoming
$4.64M -$1.61M -53,000 -26%
AFWM
78
AMJ Financial Wealth Management
Virginia
$4.51M +$472K +15,546 +12%
HPA
79
High Probability Advisors
New York
$4.47M +$332K +10,935 +8%
RVM
80
Robinson Value Management
Texas
$4.12M +$2.93M +96,575 +261%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$4.09M +$3.98M +130,933 +8,625%
HW
82
Hedeker Wealth
Illinois
$4.07M +$2.86M +94,081 +250%
BA
83
BCM Advisors
Louisiana
$4.05M +$288K +9,488 +8%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$3.95M +$437K +14,377 +13%
FD
85
Financial Designs
California
$3.95M -$99.9K -3,290 -3%
WP
86
WealthSource Partners
California
$3.76M +$126K +4,156 +4%
GCA
87
Genesee Capital Advisors
New York
$3.7M +$23.1K +761 +0.6%
APC
88
Aspire Private Capital
North Carolina
$3.67M -$342K -11,245 -9%
SFG
89
Snider Financial Group
Washington
$3.59M +$3.53M +116,291 New
SWP
90
Stratos Wealth Partners
Ohio
$3.57M +$1.44M +47,385 +69%
JF
91
Jump Financial
Illinois
$3.5M +$3.45M +113,431 New
AWS
92
Atria Wealth Solutions
New York
$3.47M -$220K -7,254 -6%
ICMP
93
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.47M +$2.48M +81,545 +213%
CW
94
CreativeOne Wealth
Kansas
$3.38M +$410K +13,486 +14%
MG
95
Mather Group
Illinois
$3.38M +$53.2K +1,750 +2%
Bank of New York Mellon
96
Bank of New York Mellon
New York
$3.3M -$339K -11,171 -9%
BWM
97
Baystate Wealth Management
Massachusetts
$3.29M +$1.88M +61,876 +139%
BFG
98
Buttonwood Financial Group
Missouri
$3.23M +$2.54M +83,736 +404%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$3.11M +$2.72M +89,515 +790%
EH
100
Equitable Holdings
New York
$3.1M +$2.39M +78,524 +357%