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State Street SPDR Portfolio Long Term Treasury ETF

461 hedge funds and large institutions have $12.3B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 164 increasing their positions, 167 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $333K

50% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 66

14% more capital invested

Capital invested by funds: $10.8B → $12.3B (+$1.48B)

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

5% more funds holding

Funds holding: 437461 (+24)

3.03% more ownership

Funds ownership: 92.69%95.72% (+3%)

2% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 167

Holders
461
Holders Change
+24
Holders Change %
+5.49%
% of All Funds
6.07%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.37%
New
99
Increased
164
Reduced
167
Closed
66
Calls
$1.07M
Puts
$333K
Net Calls
+$733K
Net Calls Change
-$6.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
126
Robertson Stephens Wealth Management
California
$4.08M -$10.7M -389,319 -71%
CJ
127
Caitlin John
Michigan
$4.04M -$1.54M -56,063 -27%
FPCP
128
Fort Point Capital Partners
California
$4.03M -$1.24M -45,257 -23%
SWA
129
Stratos Wealth Advisors
Ohio
$3.96M -$5.31M -193,930 -56%
GC
130
Guggenheim Capital
Illinois
$3.82M -$401K -14,642 -9%
KFGK
131
Keystone Financial Group (Kentucky)
Kentucky
$3.77M +$378K +13,790 +11%
GIA
132
Gladstone Institutional Advisory
Florida
$3.76M -$43K -1,571 -1%
HPC
133
Hobart Private Capital
North Carolina
$3.72M +$444K +16,208 +13%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$3.71M -$231K -8,426 -6%
TFA
135
Transamerica Financial Advisors
Florida
$3.68M -$127K -4,631 -3%
SAI
136
Savvy Advisors Inc
New York
$3.63M +$892K +32,565 +31%
DA
137
Detalus Advisors
Missouri
$3.6M -$163K -5,964 -4%
MOS
138
MGO One Seven
Ohio
$3.41M +$1.45M +52,890 +68%
HighTower Advisors
139
HighTower Advisors
Illinois
$3.34M -$268K -9,773 -7%
PIA
140
Perennial Investment Advisors
California
$3.29M -$233K -8,515 -6%
Betterment LLC
141
Betterment LLC
New York
$3.28M +$2.32M +84,570 +207%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$3.28M +$3.43M +125,326 New
ACM
143
AlphaStar Capital Management
North Carolina
$3.18M +$940K +34,308 +39%
AA
144
Ancora Advisors
Ohio
$3.14M +$575K +20,988 +21%
JSA
145
Jacobson & Schmitt Advisors
Wisconsin
$3.12M +$639K +23,318 +24%
HGA
146
Hobbs Group Advisors
South Carolina
$3.1M -$2.68M -97,902 -45%
Bank of New York Mellon
147
Bank of New York Mellon
New York
$3.09M -$519K -18,940 -14%
CF
148
Collier Financial
Colorado
$3.06M +$3.2M +116,717 New
GCA
149
Genesee Capital Advisors
New York
$3.04M +$212K +7,753 +7%
CW
150
CreativeOne Wealth
Kansas
$3.02M -$350K -12,776 -10%