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State Street SPDR Portfolio Long Term Treasury ETF

409 hedge funds and large institutions have $9.4B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 201 increasing their positions, 108 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,109% more call options, than puts

Call options by funds: $729K | Put options by funds: $33K

86% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 108

49% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 49

8% more capital invested

Capital invested by funds: $8.74B → $9.4B (+$656M)

5% more funds holding

Funds holding: 391409 (+18)

2.1% less ownership

Funds ownership: 96.69%94.59% (-2.1%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

Holders
409
Holders Change
+18
Holders Change %
+4.6%
% of All Funds
5.91%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
73
Increased
201
Reduced
108
Closed
49
Calls
$729K
Puts
$33K
Net Calls
+$696K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
MPW
76
MA Private Wealth
California
$9.91M +$2.83M +105,013 +41%
SFS
77
Security Financial Services
Indiana
$9.9M +$1.01M +37,321 +11%
CCA
78
Checchi Capital Advisers
California
$9.86M -$1.56M -57,929 -14%
EH
79
Equitable Holdings
New York
$9.54M +$1.07M +39,546 +13%
RIM
80
Redwood Investment Management
Arizona
$9.53M +$2.76M +102,336 +41%
AWS
81
Atria Wealth Solutions
New York
$9.38M +$889K +32,922 +11%
SWA
82
Stratos Wealth Advisors
Ohio
$8.91M +$8.84M +327,349 New
CIAS
83
CFS Investment Advisory Services
New Jersey
$8.68M +$746K +27,653 +9%
PAS
84
Park Avenue Securities
New York
$8.56M +$1.83M +67,846 +28%
SRSA
85
S.R. Schill & Associates
Washington
$8.09M +$2.17M +80,441 +37%
GG
86
GenWealth Group
New Jersey
$7.97M +$359K +13,315 +5%
FVWA
87
Foster Victor Wealth Advisors
South Carolina
$7.88M +$59.7K +2,210 +0.8%
HW
88
Hedeker Wealth
Illinois
$7.86M +$3.39M +125,739 +77%
BFG
89
Buttonwood Financial Group
Missouri
$7.57M +$328K +12,141 +4%
GWM
90
Gibbs Wealth Management
Georgia
$7.47M +$4.49M +166,210 +153%
PCM
91
Permanent Capital Management
Illinois
$7.09M +$7.2M +266,864 New
Truist Financial
92
Truist Financial
North Carolina
$6.77M +$1.02M +37,681 +18%
IA
93
IFG Advisory
Georgia
$6.64M +$298K +11,048 +5%
GAG
94
Goodman Advisory Group
Massachusetts
$6.51M -$172K -6,356 -3%
KF
95
Krilogy Financial
Missouri
$6.43M +$3.05M +112,827 +92%
TFA
96
Transamerica Financial Advisors
Florida
$6.39M
CCFM
97
Clear Creek Financial Management
Washington
$6.35M +$5.77M +213,623 +1,087%
SWP
98
Stratos Wealth Partners
Ohio
$6.3M +$132K +4,877 +2%
VAS
99
Vestmark Advisory Solutions
Massachusetts
$6.13M -$545K -20,175 -8%
CL
100
Choreo LLC
Illinois
$5.84M -$329K -12,199 -5%