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State Street SPDR Portfolio Long Term Treasury ETF

307 hedge funds and large institutions have $5.8B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 100 increasing their positions, 108 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 35

45% more call options, than puts

Call options by funds: $546K | Put options by funds: $377K

21% more capital invested

Capital invested by funds: $4.79B → $5.8B (+$1.01B)

13% more funds holding

Funds holding: 272307 (+35)

7% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 108

3.83% less ownership

Funds ownership: 97.42%93.59% (-3.8%)

14% less funds holding in top 10

Funds holding in top 10: 2118 (-3)

Holders
307
Holders Change
+35
Holders Change %
+12.87%
% of All Funds
4.93%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.29%
New
76
Increased
100
Reduced
108
Closed
35
Calls
$546K
Puts
$377K
Net Calls
+$169K
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
101
Petra Financial Advisors
Colorado
$2.26M +$2.28M +77,799 New
CBFP
102
Cedar Brook Financial Partners
Ohio
$2.17M -$620K -21,163 -22%
GG
103
GenWealth Group
New Jersey
$2.1M +$1.47M +50,167 +226%
RWA
104
Rooted Wealth Advisors
Illinois
$2.04M +$2.06M +70,348 New
FHA
105
First Horizon Advisors
Tennessee
$2.03M +$2.03M +69,446 +17,493%
FNC
106
First National Corp
Massachusetts
$1.99M +$677K +23,140 +51%
SWP
107
Stratos Wealth Partners
Ohio
$1.98M +$1.44M +49,047 +255%
CA
108
Cetera Advisors
Colorado
$1.95M +$1.37M +46,770 +229%
Citadel Advisors
109
Citadel Advisors
Florida
$1.87M -$4.01M -137,069 -68%
EGA
110
E&G Advisors
Texas
$1.83M +$1.84M +63,000 New
GC
111
Guggenheim Capital
Illinois
$1.78M +$1.27M +43,295 +242%
ICM
112
Islay Capital Management
Texas
$1.75M -$275K -9,378 -13%
Lido Advisors
113
Lido Advisors
California
$1.7M +$891K +30,443 +108%
SWM
114
Scissortail Wealth Management
Oklahoma
$1.68M +$1.64M +55,923 New
CWG
115
Cornerstone Wealth Group
North Carolina
$1.68M +$1.69M +57,877 New
GM
116
GeoWealth Management
Illinois
$1.68M -$172K -5,877 -9%
LA
117
Lifeworks Advisors
Michigan
$1.63M +$138K +4,704 +9%
CA
118
CoreCap Advisors
Michigan
$1.62M +$511K +17,442 +46%
JSW
119
Journey Strategic Wealth
New Jersey
$1.57M -$23.5K -803 -1%
RIM
120
Redwood Investment Management
Arizona
$1.53M -$2.98M -101,810 -66%
AAS
121
Avantax Advisory Services
Texas
$1.52M -$82.5K -2,818 -5%
GAG
122
Goodman Advisory Group
Massachusetts
$1.48M +$1.05M +35,978 +240%
GLA
123
Good Life Advisors
Pennsylvania
$1.47M -$252K -8,594 -15%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$1.39M -$188K -6,429 -12%
Koshinski Asset Management
125
Koshinski Asset Management
Illinois
$1.38M -$38.5K -1,315 -3%