We are live on ! Find out more
SPTL icon

State Street SPDR Portfolio Long Term Treasury ETF

387 hedge funds and large institutions have $8.08B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more call options, than puts

Call options by funds: $5.59M | Put options by funds: $1.38M

102% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 53

94% more funds holding in top 10

Funds holding in top 10: 1835 (+17)

33% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 111

22% more capital invested

Capital invested by funds: $6.63B → $8.08B (+$1.45B)

16% more funds holding

Funds holding: 334387 (+53)

4.1% less ownership

Funds ownership: 99.67%95.57% (-4.1%)

Holders
387
Holders Change
+53
Holders Change %
+15.87%
% of All Funds
5.64%
Holding in Top 10
35
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+94.44%
% of All Funds
0.51%
New
107
Increased
148
Reduced
111
Closed
53
Calls
$5.59M
Puts
$1.38M
Net Calls
+$4.21M
Net Calls Change
+$5.98M
Name Holding Trade Value Shares
Change
Change in
Stake
RVM
101
Robinson Value Management
Texas
$5.48M +$858K +32,207 +21%
HPC
102
Hobart Private Capital
North Carolina
$5.46M +$1.2M +45,232 +32%
PFA
103
Peak Financial Advisors
Colorado
$5.32M +$367K +13,798 +8%
GIA
104
Gladstone Institutional Advisory
Florida
$5.21M +$344K +12,906 +8%
BIP
105
Blueprint Investment Partners
North Carolina
$5.1M +$4.68M +175,744 New
VAS
106
Vestmark Advisory Solutions
Massachusetts
$5M +$2.42M +90,774 +111%
GC
107
Guggenheim Capital
Illinois
$4.99M +$597K +22,401 +15%
NHFG
108
New Harbor Financial Group
Massachusetts
$4.98M +$3.96M +148,683 +644%
SWP
109
Stratos Wealth Partners
Ohio
$4.94M +$527K +19,795 +13%
ACM
110
Andina Capital Management
Utah
$4.9M +$4.5M +168,840 New
DA
111
Detalus Advisors
Missouri
$4.81M -$1.04M -38,897 -19%
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$4.8M +$3.93M +147,447 +815%
SA
113
Strategic Advocates
Utah
$4.74M +$4.35M +163,403 New
HighTower Advisors
114
HighTower Advisors
Illinois
$4.62M -$684K -25,686 -14%
HW
115
Hedeker Wealth
Illinois
$4.56M -$2.46M -92,340 -37%
BA
116
BCM Advisors
Louisiana
$4.52M +$380K +14,266 +10%
AI
117
Arvest Investments
Arkansas
$4.49M +$4.12M +154,726 New
JSW
118
Journey Strategic Wealth
New Jersey
$4.47M +$525K +19,724 +15%
FHA
119
Flagship Harbor Advisors
Massachusetts
$4.41M -$24.5M -919,542 -86%
HPA
120
High Probability Advisors
New York
$4.37M -$52.1K -1,957 -1%
PIA
121
Perennial Investment Advisors
California
$4.33M +$1.32M +49,578 +50%
PWM
122
Perigon Wealth Management
California
$4.32M +$348K +13,068 +10%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$4.25M +$99.7K +3,744 +3%
B
124
Bailard
California
$4.2M +$591K +22,177 +18%
GI
125
GLOBALT Investments
Georgia
$4.09M +$3.75M +140,945 New