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State Street SPDR Portfolio Long Term Treasury ETF

307 hedge funds and large institutions have $6.09B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 126 increasing their positions, 103 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $287K

22% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 103

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

15% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 46

5% more capital invested

Capital invested by funds: $5.8B → $6.09B (+$293M)

3.7% more ownership

Funds ownership: 93.59%97.28% (+3.7%)

0% more funds holding

Funds holding: 307307 (0)

Holders
307
Holders Change
Holders Change %
0%
% of All Funds
4.89%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.33%
New
53
Increased
126
Reduced
103
Closed
46
Calls
$1.21M
Puts
$287K
Net Calls
+$923K
Net Calls Change
+$754K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
PFG Advisors
Arizona
$1.17M +$15.6K +512 +1%
CST
152
Charles Schwab Trust
Nevada
$1.17M -$259K -8,521 -18%
UWM
153
USAdvisors Wealth Management
Minnesota
$1.17M -$15.3K -504 -1%
SWM
154
SeaCrest Wealth Management
New York
$1.15M -$14.8K -488 -1%
AG
155
Ascent Group
Virginia
$1.12M -$183K -6,025 -14%
AWMNH
156
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.07M +$129K +4,237 +14%
DI
157
DFPG Investments
Utah
$1.06M +$63.3K +2,084 +6%
GAG
158
Goodman Advisory Group
Massachusetts
$1.02M -$549K -18,076 -35%
PA
159
Parallel Advisors
California
$986K +$171K +5,636 +21%
AWM
160
Axxcess Wealth Management
California
$969K -$159K -5,233 -14%
CNC
161
Citizens & Northern Corp
Pennsylvania
$953K -$80.2K -2,639 -8%
IF
162
Intrua Financial
Texas
$910K +$27.1K +892 +3%
BWAM
163
Boyd Watterson Asset Management
Ohio
$868K -$15K -493 -2%
APW
164
Austin Private Wealth
Texas
$863K +$106K +3,483 +14%
TWP
165
Tempus Wealth Planning
California
$856K +$62K +2,041 +8%
ACP
166
Aveo Capital Partners
Colorado
$840K -$164K -5,409 -17%
SS
167
Simplicity Solutions
Minnesota
$839K -$237K -7,797 -22%
KPWS
168
Kestra Private Wealth Services
Texas
$802K +$448K +14,757 +132%
CGFA
169
Colton Groome Financial Advisors
North Carolina
$786K -$312K -10,286 -29%
RCM
170
Raleigh Capital Management
North Carolina
$778K -$3.95K -130 -0.5%
OPS
171
Orion Portfolio Solutions
Nebraska
$773K -$48.8K -1,605 -6%
BCI
172
Brinker Capital Investments
Pennsylvania
$773K +$761K +25,048 New
HA
173
Herold Advisors
New York
$730K +$718K +23,654 New
SFS
174
Sowell Financial Services
Arkansas
$728K -$596K -19,626 -45%
KP
175
Keel Point
Alabama
$716K -$65K -2,141 -8%