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State Street SPDR Portfolio Long Term Treasury ETF

391 hedge funds and large institutions have $8.74B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 164 increasing their positions, 138 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $712K | Put options by funds: $302K

24% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 50

19% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 138

8% more capital invested

Capital invested by funds: $8.08B → $8.74B (+$658M)

1.12% more ownership

Funds ownership: 95.57%96.69% (+1.1%)

1% more funds holding

Funds holding: 387391 (+4)

20% less funds holding in top 10

Funds holding in top 10: 3528 (-7)

Holders
391
Holders Change
+4
Holders Change %
+1.03%
% of All Funds
5.63%
Holding in Top 10
28
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
62
Increased
164
Reduced
138
Closed
50
Calls
$712K
Puts
$302K
Net Calls
+$410K
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
101
NewEdge Advisors
Louisiana
$5.01M +$2.2M +78,931 +78%
MCC
102
Money Concepts Capital
Florida
$4.97M +$4.96M +177,817 New
GC
103
Guggenheim Capital
Illinois
$4.85M +$44.3K +1,588 +0.9%
GIA
104
Gladstone Institutional Advisory
Florida
$4.78M -$235K -8,415 -5%
HPA
105
High Probability Advisors
New York
$4.74M +$534K +19,138 +13%
PWM
106
Perigon Wealth Management
California
$4.67M +$508K +18,222 +12%
HW
107
Hedeker Wealth
Illinois
$4.55M +$157K +5,619 +4%
FFM
108
Forum Financial Management
Illinois
$4.48M +$4.48M +160,436 New
CWMGP
109
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.44M +$2.96M +106,039 +200%
JSW
110
Journey Strategic Wealth
New Jersey
$4.38M +$72K +2,581 +2%
SPIA
111
Steward Partners Investment Advisory
New York
$4.35M -$7.57M -271,328 -64%
B
112
Bailard
California
$4.34M +$302K +10,821 +7%
PIA
113
Perennial Investment Advisors
California
$4.31M +$139K +4,978 +3%
BA
114
BCM Advisors
Louisiana
$4.27M +$78.9K +2,827 +2%
DA
115
Detalus Advisors
Missouri
$4.27M -$357K -12,814 -8%
SFG
116
Snider Financial Group
Washington
$4.23M -$2.81M -100,599 -40%
HPC
117
Hobart Private Capital
North Carolina
$4.23M -$1.03M -36,987 -20%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$4.2M +$108K +3,859 +3%
JE
119
JMAC Enterprises
Pennsylvania
$3.79M +$833K +29,859 +28%
PCM
120
Penserra Capital Management
California
$3.62M +$590K +21,156 +20%
GI
121
GLOBALT Investments
Georgia
$3.61M -$329K -11,785 -8%
CW
122
CreativeOne Wealth
Kansas
$3.59M +$83K +2,975 +2%
KFGK
123
Keystone Financial Group (Kentucky)
Kentucky
$3.55M +$368K +13,205 +12%
FAM
124
Frontier Asset Management
Wyoming
$3.52M -$271K -9,729 -7%
AI
125
Arvest Investments
Arkansas
$3.5M -$820K -29,381 -19%