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SPDR Portfolio Long Term Treasury ETF

334 hedge funds and large institutions have $6.63B invested in SPDR Portfolio Long Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 152 increasing their positions, 100 reducing their positions, and 55 closing their positions.

Holders
334
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.33%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
59
Increased
152
Reduced
100
Closed
55
Calls
$356K
Puts
$2.13M
Net Calls
-$1.78M
Net Calls Change
-$1.19M
Name Market Value Shares Shares
Change
Shares
Change %
BWM
101
Baystate Wealth Management
Massachusetts
$3.61M 138,221 +29,322 +27%
PWM
102
Perigon Wealth Management
California
$3.55M 135,894 +31,108 +30%
JSW
103
Journey Strategic Wealth
New Jersey
$3.52M 134,438 +28,673 +27%
TSS
104
Two Sigma Securities
New York
$3.42M 130,713 -64,088 -33%
B
105
Bailard
California
$3.2M 122,433 +24,601 +25%
CW
106
CreativeOne Wealth
Kansas
$3.17M 121,138 +13,793 +13%
FD
107
Financial Designs
California
$3.16M 120,699 -4,042 -3%
FA
108
FDx Advisors
Illinois
$2.96M 113,098 +113,098 New
OMC
109
Old Mission Capital
Illinois
$2.95M 112,694 +105,232 +1,410%
CM
110
Columbus Macro
Pennsylvania
$2.91M 111,426 +111,426 New
GCA
111
Genesee Capital Advisors
New York
$2.88M 109,955 -4,028 -4%
CA
112
Cetera Advisors
Colorado
$2.84M 108,633 +38,311 +54%
CCFM
113
Clear Creek Financial Management
Washington
$2.82M 107,783 +11,856 +12%
KFGK
114
Keystone Financial Group (Kentucky)
Kentucky
$2.81M 107,443 +88,468 +466%
PIA
115
Perennial Investment Advisors
California
$2.61M 99,631 +55,400 +125%
ONB
116
Old National Bancorp
Indiana
$2.58M 98,667
FHA
117
First Horizon Advisors
Tennessee
$2.5M 95,530 +1,831 +2%
WWA
118
WCG Wealth Advisors
Nevada
$2.49M 95,031 +95,031 New
FHC
119
First Heartland Consultants
Missouri
$2.43M 92,902 -284 -0.3%
BCI
120
Brinker Capital Investments
Pennsylvania
$2.41M 92,287 +67,343 +270%
OPS
121
Orion Portfolio Solutions
Nebraska
$2.41M 92,287 +67,343 +270%
SFS
122
Strategic Financial Services
New York
$2.4M 91,618 +91,618 New
KWM
123
Kingsview Wealth Management
Oregon
$2.39M 91,427 -73,207 -44%
Koshinski Asset Management
124
Koshinski Asset Management
Illinois
$2.37M 90,507 -6,402 -7%
JE
125
JMAC Enterprises
Pennsylvania
$2.3M 88,001 +10,743 +14%