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State Street SPDR Portfolio Long Term Treasury ETF

387 hedge funds and large institutions have $8.08B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more call options, than puts

Call options by funds: $5.59M | Put options by funds: $1.38M

102% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 53

94% more funds holding in top 10

Funds holding in top 10: 1835 (+17)

33% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 111

22% more capital invested

Capital invested by funds: $6.63B → $8.08B (+$1.45B)

16% more funds holding

Funds holding: 334387 (+53)

4.1% less ownership

Funds ownership: 99.67%95.57% (-4.1%)

Holders
387
Holders Change
+53
Holders Change %
+15.87%
% of All Funds
5.64%
Holding in Top 10
35
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+94.44%
% of All Funds
0.51%
New
107
Increased
148
Reduced
111
Closed
53
Calls
$5.59M
Puts
$1.38M
Net Calls
+$4.21M
Net Calls Change
+$5.98M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
76
Redwood Investment Management
Arizona
$10M -$1.65M -61,930 -15%
CSPAM
77
Cary Street Partners Asset Management
Virginia
$9.7M +$151K +5,658 +2%
MG
78
Mather Group
Illinois
$9.64M +$2.09M +78,511 +31%
SFS
79
Security Financial Services
Indiana
$9.64M +$27K +1,015 +0.3%
EH
80
Equitable Holdings
New York
$9.25M +$2.71M +101,726 +47%
CIAS
81
CFS Investment Advisory Services
New Jersey
$8.89M -$658K -24,704 -7%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$8.81M +$713K +26,789 +10%
IA
83
IFG Advisory
Georgia
$8.68M +$1.73M +65,032 +28%
Truist Financial
84
Truist Financial
North Carolina
$8.57M -$42M -1,577,389 -84%
BFG
85
Buttonwood Financial Group
Missouri
$7.83M +$86.5K +3,247 +1%
SFG
86
Snider Financial Group
Washington
$7.31M +$104K +3,890 +2%
FGA
87
Fortis Group Advisors
New Jersey
$7.31M
ODIJL
88
One Day In July LLC
Vermont
$7.03M +$6.45M +242,323 New
KCM
89
KM Capital Management
Texas
$6.83M +$2.06M +77,438 +49%
CL
90
Choreo LLC
Illinois
$6.71M -$2.18M -81,713 -26%
PAS
91
Park Avenue Securities
New York
$6.67M -$5.17K -194 -0.1%
ARC
92
Advisor Resource Council
Texas
$6.62M +$6.08M +228,204 New
FTB
93
First Trust Bank
Bahamas
$6.44M +$5.91M +222,000 New
AWS
94
Atria Wealth Solutions
New York
$6.35M +$1.15M +43,032 +24%
MAM
95
Madison Asset Management
Wisconsin
$6.23M +$5.72M +214,787 New
APA
96
Astoria Portfolio Advisors
New York
$6.18M +$608K +22,820 +12%
SRSA
97
S.R. Schill & Associates
Washington
$6.04M +$154K +5,777 +3%
HGA
98
Hobbs Group Advisors
South Carolina
$5.9M +$5.41M +203,224 New
FVWA
99
Foster Victor Wealth Advisors
South Carolina
$5.84M +$307K +11,532 +6%
PS
100
Principal Securities
Iowa
$5.63M +$5.17M +194,071 New