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State Street SPDR Portfolio Long Term Treasury ETF

255 hedge funds and large institutions have $4.61B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 26

88% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 57

19% more capital invested

Capital invested by funds: $3.89B → $4.61B (+$728M)

16% more funds holding

Funds holding: 220255 (+35)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

2.68% less ownership

Funds ownership: 98.2%95.53% (-2.7%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $637K

Holders
255
Holders Change
+35
Holders Change %
+15.91%
% of All Funds
3.92%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
65
Increased
107
Reduced
57
Closed
26
Calls
Puts
$637K
Net Calls
-$637K
Net Calls Change
-$856K
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
101
Jacobi Capital Management
Pennsylvania
$1.47M +$44.1K +1,050 +3%
SFS
102
Sowell Financial Services
Arkansas
$1.43M -$17.3K -413 -1%
SBL
103
Sargent Bickham Lagudis
Colorado
$1.38M +$1.38M +32,812 +136,717%
JP Morgan Chase
104
JP Morgan Chase
New York
$1.36M +$1.23M +29,204 +955%
PA
105
PFG Advisors
Arizona
$1.34M +$16.8K +399 +1%
HFS
106
Horizon Financial Services
North Carolina
$1.28M -$757K -18,038 -37%
GM
107
GeoWealth Management
Illinois
$1.25M +$493K +11,752 +65%
VWA
108
Visionary Wealth Advisors
Illinois
$1.21M +$1.2M +28,650 New
AI
109
Atria Investments
North Carolina
$1.17M +$1.16M +27,721 New
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$1.13M -$24.8K -591 -2%
KAS
111
Kestra Advisory Services
Texas
$1.12M +$487K +11,598 +78%
Mariner
112
Mariner
Kansas
$1.11M -$191K -4,548 -15%
MA
113
Mutual Advisors
Nebraska
$1.09M +$149K +3,545 +16%
DLHL
114
Donald L. Hagan LLC
Florida
$1.05M +$1.04M +24,882 New
JCM
115
J2 Capital Management
Michigan
$1.05M +$1.04M +24,811 New
UWM
116
USAdvisors Wealth Management
Minnesota
$936K +$73.4K +1,748 +9%
CSIA
117
Charles Schwab Investment Advisory
California
$920K +$13.6K +324 +2%
RA
118
RFG Advisory
Alabama
$919K +$6.72K +160 +0.7%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$917K -$66.6K -1,586 -7%
SHWM
120
Silicon Hills Wealth Management
Texas
$914K -$568K -13,523 -38%
GWM
121
Geneos Wealth Management
Colorado
$860K -$47.1K -1,121 -5%
TFA
122
Tranquilli Financial Advisor
New Jersey
$849K +$846K +20,153 New
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$848K +$211K +5,014 +33%
KP
124
Keel Point
Alabama
$819K -$12.5K -297 -2%
CWA
125
Centennial Wealth Advisory
Michigan
$817K -$40.7K -969 -5%