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State Street SPDR Portfolio Long Term Treasury ETF

391 hedge funds and large institutions have $8.74B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 164 increasing their positions, 138 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $712K | Put options by funds: $302K

24% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 50

19% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 138

8% more capital invested

Capital invested by funds: $8.08B → $8.74B (+$658M)

1.12% more ownership

Funds ownership: 95.57%96.69% (+1.1%)

1% more funds holding

Funds holding: 387391 (+4)

20% less funds holding in top 10

Funds holding in top 10: 3528 (-7)

Holders
391
Holders Change
+4
Holders Change %
+1.03%
% of All Funds
5.63%
Holding in Top 10
28
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
62
Increased
164
Reduced
138
Closed
50
Calls
$712K
Puts
$302K
Net Calls
+$410K
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
76
Aptus Capital Advisors
Alabama
$8.73M +$8.7M +311,802 +50,865%
AWS
77
Atria Wealth Solutions
New York
$8.71M +$2.59M +92,964 +42%
EH
78
Equitable Holdings
New York
$8.69M -$217K -7,763 -2%
CIAS
79
CFS Investment Advisory Services
New Jersey
$8.14M -$417K -14,953 -5%
GG
80
GenWealth Group
New Jersey
$7.81M -$5.88M -210,676 -43%
BFG
81
Buttonwood Financial Group
Missouri
$7.59M +$52K +1,863 +0.7%
AFA
82
AllGen Financial Advisors
Florida
$7.46M -$7.19M -257,787 -49%
FVWA
83
Foster Victor Wealth Advisors
South Carolina
$7.46M +$2.12M +75,870 +37%
MPW
84
MA Private Wealth
California
$7.24M -$2.52M -90,249 -26%
RIM
85
Redwood Investment Management
Arizona
$6.92M -$2.72M -97,384 -28%
PAS
86
Park Avenue Securities
New York
$6.89M +$470K +16,861 +7%
GAG
87
Goodman Advisory Group
Massachusetts
$6.86M -$7.9M -283,288 -54%
VAS
88
Vestmark Advisory Solutions
Massachusetts
$6.86M +$2.04M +73,115 +42%
TFA
89
Transamerica Financial Advisors
Florida
$6.56M +$4.8M +172,218 +275%
IA
90
IFG Advisory
Georgia
$6.5M -$1.85M -66,407 -22%
CL
91
Choreo LLC
Illinois
$6.45M -$12.2K -436 -0.2%
SWP
92
Stratos Wealth Partners
Ohio
$6.33M +$1.57M +56,449 +33%
SRSA
93
S.R. Schill & Associates
Washington
$6.06M +$238K +8,534 +4%
NHFG
94
New Harbor Financial Group
Massachusetts
$5.96M +$1.16M +41,499 +24%
MAM
95
Madison Asset Management
Wisconsin
$5.94M -$60.7K -2,175 -1%
Truist Financial
96
Truist Financial
North Carolina
$5.9M -$2.35M -84,373 -29%
APA
97
Astoria Portfolio Advisors
New York
$5.62M -$201K -7,196 -3%
RVM
98
Robinson Value Management
Texas
$5.33M +$53K +1,901 +1%
KCM
99
KM Capital Management
Texas
$5.3M -$1.28M -45,796 -19%
ACM
100
Andina Capital Management
Utah
$5.29M +$567K +20,325 +12%