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State Street SPDR Portfolio Long Term Treasury ETF

437 hedge funds and large institutions have $10.8B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 188 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,292% more call options, than puts

Call options by funds: $7.68M | Put options by funds: $552K

77% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 43

32% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 142

15% more capital invested

Capital invested by funds: $9.4B → $10.8B (+$1.39B)

7% more funds holding

Funds holding: 409437 (+28)

1.9% less ownership

Funds ownership: 94.59%92.69% (-1.9%)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

Holders
437
Holders Change
+28
Holders Change %
+6.85%
% of All Funds
6.28%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.37%
New
76
Increased
188
Reduced
142
Closed
43
Calls
$7.68M
Puts
$552K
Net Calls
+$7.13M
Net Calls Change
+$6.43M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
126
Arvest Investments
Arkansas
$4.57M +$488K +17,121 +12%
SFWA
127
Summit Financial Wealth Advisors
Louisiana
$4.49M +$752K +26,361 +21%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$4.36M +$10.8K +378 +0.3%
LJAC
129
L.J. Altfest & Co
New York
$4.3M -$12.2M -426,115 -74%
GIA
130
Gladstone Institutional Advisory
Florida
$4.22M -$720K -25,223 -15%
TFA
131
Transamerica Financial Advisors
Florida
$4.21M -$2.56M -89,844 -38%
DA
132
Detalus Advisors
Missouri
$4.16M -$434K -15,201 -10%
T
133
Tidemark
California
$4.07M -$777K -27,229 -16%
IC
134
Innealta Capital
Texas
$4.04M +$1.25M +43,790 +46%
IPW
135
Impact Partnership Wealth
Georgia
$4M +$1.82M +63,772 +86%
HighTower Advisors
136
HighTower Advisors
Illinois
$3.99M -$398K -13,934 -9%
Bank of New York Mellon
137
Bank of New York Mellon
New York
$3.98M +$2.25M +78,863 +136%
PIA
138
Perennial Investment Advisors
California
$3.9M -$210K -7,377 -5%
PWG
139
Portside Wealth Group
Utah
$3.89M +$372K +13,056 +11%
KFGK
140
Keystone Financial Group (Kentucky)
Kentucky
$3.78M +$3.71M +130,195 New
CW
141
CreativeOne Wealth
Kansas
$3.72M -$78.6K -2,755 -2%
HPC
142
Hobart Private Capital
North Carolina
$3.66M -$826K -28,962 -19%
OC
143
Oppenheimer & Co
New York
$3.63M +$171K +6,007 +5%
CA
144
CoreCap Advisors
Michigan
$3.47M +$303K +10,616 +10%
SGI
145
Summit Global Investments
Utah
$3.34M -$65.2K -2,286 -2%
GI
146
GLOBALT Investments
Georgia
$3.28M -$83.9K -2,942 -3%
AI
147
Atria Investments
North Carolina
$3.23M +$36.8K +1,289 +1%
KW
148
KWB Wealth
California
$3.22M +$609K +21,359 +22%
GCA
149
Genesee Capital Advisors
New York
$3.15M -$66.5K -2,332 -2%
BAM
150
Belpointe Asset Management
Nevada
$3.09M +$3.04M +106,407 New