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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
KF
126
Krilogy Financial
Missouri
$3.44M +$277K +9,940 +9%
PWAC
127
Private Wealth Advisors (California)
California
$3.41M +$314K +11,261 +10%
HighTower Advisors
128
HighTower Advisors
Illinois
$3.39M -$1.06M -38,026 -24%
SGI
129
Summit Global Investments
Utah
$3.28M +$9.15K +328 +0.3%
OC
130
Oppenheimer & Co
New York
$3.25M +$3.24M +116,262 New
Koshinski Asset Management
131
Koshinski Asset Management
Illinois
$3.18M +$3.17M +113,730 New
MML Investors Services
132
MML Investors Services
Massachusetts
$3.11M +$72.7K +2,607 +2%
CM
133
Columbus Macro
Pennsylvania
$3.06M -$328K -11,762 -10%
AI
134
Atria Investments
North Carolina
$3.05M +$1.33M +47,521 +77%
GWM
135
Gibbs Wealth Management
Georgia
$3.03M +$3.02M +108,340 New
CA
136
CoreCap Advisors
Michigan
$3.02M -$17.7M -635,351 -85%
Citadel Advisors
137
Citadel Advisors
Florida
$3.02M -$25.7M -922,697 -90%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$2.89M +$1.88M +67,391 +187%
CWG
139
Cornerstone Wealth Group
North Carolina
$2.85M -$86.2K -3,089 -3%
FA
140
FDx Advisors
Illinois
$2.82M -$175K -6,286 -6%
HFS
141
Horizon Financial Services
North Carolina
$2.81M +$2.8M +100,503 New
KW
142
KWB Wealth
California
$2.76M +$103K +3,683 +4%
MFG
143
Magnus Financial Group
New York
$2.74M -$8.79K -315 -0.3%
MM
144
Main Management
California
$2.71M -$119K -4,250 -4%
CJ
145
Caitlin John
Michigan
$2.7M -$1.2M -42,843 -31%
LNC
146
Lincoln National Corp
Pennsylvania
$2.67M +$1.34M +47,910 +100%
GCA
147
Genesee Capital Advisors
New York
$2.67M -$572K -20,508 -18%
ONB
148
Old National Bancorp
Indiana
$2.66M
KWM
149
Kingsview Wealth Management
Oregon
$2.63M +$56K +2,006 +2%
FHA
150
First Horizon Advisors
Tennessee
$2.62M +$1.09M +39,251 +72%