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State Street SPDR Portfolio Long Term Treasury ETF

272 hedge funds and large institutions have $4.79B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 91 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $2.63M | Put options by funds: $1.29M

46% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 28

23% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 91

4% more funds holding

Funds holding: 262272 (+10)

1.49% more ownership

Funds ownership: 95.92%97.42% (+1.5%)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

15% less capital invested

Capital invested by funds: $5.63B → $4.79B (-$845M)

Holders
272
Holders Change
+10
Holders Change %
+3.82%
% of All Funds
4.69%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.36%
New
41
Increased
112
Reduced
91
Closed
28
Calls
$2.63M
Puts
$1.29M
Net Calls
+$1.34M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
101
Summit Global Investments
Utah
$1.69M +$1.85M +57,120 New
SS
102
Simplicity Solutions
Minnesota
$1.68M -$3.44M -105,878 -65%
AAS
103
Avantax Advisory Services
Texas
$1.64M -$1.7M -52,347 -49%
JSW
104
Journey Strategic Wealth
New Jersey
$1.62M +$372K +11,451 +26%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$1.61M +$149K +4,593 +9%
MW
106
Milestone Wealth
New York
$1.53M +$10.5K +322 +0.6%
LAS
107
Lloyd Advisory Services
Georgia
$1.5M +$148K +4,572 +10%
Koshinski Asset Management
108
Koshinski Asset Management
Illinois
$1.45M +$114K +3,522 +8%
LA
109
Lifeworks Advisors
Michigan
$1.44M +$1.15M +35,397 +221%
1WM
110
1900 Wealth Management
Texas
$1.41M -$4.35K -134 -0.3%
FLA
111
Financial Life Advisors
Texas
$1.36M +$1.49M +46,032 New
FNC
112
First National Corp
Massachusetts
$1.34M -$323K -9,931 -18%
JCM
113
Jacobi Capital Management
Pennsylvania
$1.27M +$72.2K +2,224 +5%
CGFA
114
Colton Groome Financial Advisors
North Carolina
$1.26M +$224K +6,888 +19%
RIA
115
Regal Investment Advisors
Michigan
$1.25M +$1.37M +42,281 New
AWM
116
Axxcess Wealth Management
California
$1.25M -$162K -5,003 -11%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$1.21M -$16.3M -501,165 -92%
MA
118
Mutual Advisors
Nebraska
$1.18M +$212K +6,540 +20%
AF
119
Allworth Financial
California
$1.16M +$1.27M +39,091 New
SWM
120
SeaCrest Wealth Management
New York
$1.15M +$97.4K +2,998 +8%
RCM
121
Raleigh Capital Management
North Carolina
$1.14M -$445K -13,704 -26%
CA
122
CoreCap Advisors
Michigan
$1.13M +$111K +3,427 +10%
FFG
123
Ford Financial Group
California
$1.13M -$853K -26,271 -41%
PA
124
PFG Advisors
Arizona
$1.13M +$23.1K +711 +2%
ICMP
125
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.12M +$11.5K +354 +0.9%