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State Street SPDR Portfolio Long Term Treasury ETF

255 hedge funds and large institutions have $5.63B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 116 increasing their positions, 68 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $397K

71% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 68

22% more capital invested

Capital invested by funds: $4.61B → $5.63B (+$1.01B)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

5.88% more ownership

Funds ownership: 95.53%101.41% (+5.9%)

9% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 43

0% more funds holding

Funds holding: 255255 (0)

Holders
255
Holders Change
Holders Change %
0%
% of All Funds
4.02%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
47
Increased
116
Reduced
68
Closed
43
Calls
$1.04M
Puts
$397K
Net Calls
+$647K
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$512K +$533K +13,526 New
BWAM
152
Boyd Watterson Asset Management
Ohio
$492K +$194K +4,915 +61%
HWMA
153
Heritage Wealth Management (Arizona)
Arizona
$490K +$510K +12,948 New
PFGIA
154
Patriot Financial Group Insurance Agency
Massachusetts
$478K +$306K +7,761 +159%
ATPW
155
Ashton Thomas Private Wealth
Arizona
$456K +$174K +4,418 +58%
CA
156
Calton & Associates
Florida
$455K -$8.15K -207 -2%
WCFA
157
Walkner Condon Financial Advisors
Wisconsin
$448K +$466K +11,833 New
SB
158
Strategic Blueprint
Georgia
$442K +$461K +11,692 New
T
159
TRUADVICE
Florida
$438K -$22.5K -571 -4%
FFS
160
Founders Financial Securities
Maryland
$406K +$105K +2,663 +33%
FSG
161
Financial Strategies Group
Michigan
$405K +$422K +10,710 New
ASN
162
Advisory Services Network
Georgia
$403K +$420K +10,668 New
MOS
163
MGO One Seven
Ohio
$402K +$60.9K +1,545 +17%
PCIA
164
Prime Capital Investment Advisors
Kansas
$395K
BAM
165
Belpointe Asset Management
Nevada
$388K +$86.7K +2,200 +27%
CFAM
166
Center For Asset Management
Florida
$366K +$135K +3,415 +55%
VHAM
167
Van Hulzen Asset Management
California
$363K +$378K +9,600 New
AIA
168
Acute Investment Advisory
Arizona
$360K -$1.66M -42,166 -82%
RF
169
RHS Financial
California
$360K -$7.76K -197 -2%
LA
170
Lifeworks Advisors
Michigan
$342K +$40.1K +1,019 +13%
CAG
171
Csenge Advisory Group
Florida
$342K +$356K +9,043 New
CA
172
Continuum Advisory
Idaho
$339K +$389K +9,872 New
CWM
173
Congress Wealth Management
Massachusetts
$325K -$83.1K -2,109 -20%
SHWM
174
Silicon Hills Wealth Management
Texas
$306K -$535K -13,590 -63%
Simplex Trading
175
Simplex Trading
Illinois
$296K +$308K +7,830 New