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State Street SPDR Portfolio Long Term Treasury ETF

262 hedge funds and large institutions have $5.63B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 79 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 79

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 38

20% more call options, than puts

Call options by funds: $595K | Put options by funds: $496K

3% more funds holding

Funds holding: 255262 (+7)

0% more capital invested

Capital invested by funds: $5.63B → $5.63B (+$2.88M)

5.49% less ownership

Funds ownership: 101.41%95.92% (-5.5%)

Holders
262
Holders Change
+7
Holders Change %
+2.75%
% of All Funds
4.41%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
46
Increased
107
Reduced
79
Closed
38
Calls
$595K
Puts
$496K
Net Calls
+$99K
Net Calls Change
-$548K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
126
Mutual Advisors
Nebraska
$1.1M +$4.71K +139 +0.4%
JCM
127
J2 Capital Management
Michigan
$1.01M +$154K +4,554 +18%
SW
128
Simplicity Wealth
New Jersey
$975K -$310K -9,138 -24%
JP Morgan Chase
129
JP Morgan Chase
New York
$972K -$76.3K -2,254 -7%
KAS
130
Kestra Advisory Services
Texas
$952K +$84.8K +2,503 +10%
UWM
131
Urban Wealth Management
California
$917K +$939K +27,736 New
GRP
132
Global Retirement Partners
California
$916K -$7.96K -235 -0.8%
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$899K +$139K +4,106 +18%
JSL
134
JT Stratford LLC
Georgia
$864K +$885K +26,118 New
Goldman Sachs
135
Goldman Sachs
New York
$860K +$881K +26,017 New
BWAM
136
Boyd Watterson Asset Management
Ohio
$848K +$428K +12,628 +97%
BCM
137
Boltwood Capital Management
California
$804K -$1.69K -50 -0.2%
CAG
138
Csenge Advisory Group
Florida
$788K +$501K +14,786 +164%
ARC
139
Advisor Resource Council
Texas
$778K +$797K +23,520 New
EH
140
Equitable Holdings
New York
$737K -$717K -21,161 -49%
FPWM
141
FSB Premier Wealth Management
Iowa
$728K -$27.5K -811 -4%
OPS
142
Orion Portfolio Solutions
Nebraska
$713K +$83.6K +2,468 +13%
DLHL
143
Donald L. Hagan LLC
Florida
$710K +$99.1K +2,926 +16%
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$684K -$11.3M -332,312 -94%
GIA
145
Gladstone Institutional Advisory
Florida
$675K +$156K +4,592 +29%
KFS
146
Kelly Financial Services
Massachusetts
$656K +$158K +4,651 +31%
Mariner
147
Mariner
Kansas
$656K -$1.53M -45,278 -70%
ZCA
148
Zeke Capital Advisors
Pennsylvania
$611K +$626K +18,485 New
SWP
149
Stratos Wealth Partners
Ohio
$607K +$129K +3,796 +26%
SIA
150
Strategic Investment Advisors
Michigan
$560K +$79.1K +2,336 +16%