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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
LAS
126
Lloyd Advisory Services
Georgia
$1.38M -$90.5K -3,091 -6%
CST
127
Charles Schwab Trust
Nevada
$1.34M +$312K +10,658 +30%
EWA
128
EP Wealth Advisors
California
$1.34M +$1.35M +46,262 New
JP Morgan Chase
129
JP Morgan Chase
New York
$1.32M +$513K +17,510 +63%
BWM
130
Baystate Wealth Management
Massachusetts
$1.3M -$722K -24,657 -36%
BCP
131
Blue Chip Partners
Michigan
$1.29M +$1.3M +44,353 New
SFS
132
Sowell Financial Services
Arkansas
$1.25M +$508K +17,352 +67%
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$1.25M +$556K +19,008 +79%
RTL
134
Red Tortoise LLC
Georgia
$1.25M +$1.26M +42,936 New
AG
135
Ascent Group
Virginia
$1.23M +$159K +5,444 +15%
IA
136
IFP Advisors
Florida
$1.22M +$109K +3,718 +12%
BCM
137
Boltwood Capital Management
California
$1.21M +$440K +15,025 +57%
FFG
138
Ford Financial Group
California
$1.16M +$56.7K +1,937 +5%
MA
139
Mutual Advisors
Nebraska
$1.15M -$7.47K -255 -0.6%
STA
140
Summit Trail Advisors
New York
$1.11M +$1.12M +38,333 New
UWM
141
USAdvisors Wealth Management
Minnesota
$1.11M +$12.2K +415 +1%
ICMP
142
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.11M +$8.08K +276 +0.7%
MPW
143
MGO Private Wealth
California
$1.1M +$671K +22,923 +155%
HW
144
Hedeker Wealth
Illinois
$1.09M +$383K +13,086 +53%
SWM
145
SeaCrest Wealth Management
New York
$1.09M -$34K -1,162 -3%
PA
146
PFG Advisors
Arizona
$1.08M -$18.6K -637 -2%
RVM
147
Robinson Value Management
Texas
$1.07M -$1.82M -62,018 -63%
AWM
148
Axxcess Wealth Management
California
$1.06M -$159K -5,444 -13%
CGFA
149
Colton Groome Financial Advisors
North Carolina
$1.04M -$194K -6,626 -16%
JCM
150
Jacobi Capital Management
Pennsylvania
$1.02M -$227K -7,746 -18%