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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
Bank of New York Mellon
151
Bank of New York Mellon
New York
$2.58M +$614K +22,021 +31%
FHC
152
First Heartland Consultants
Missouri
$2.53M -$29.1K -1,043 -1%
BCI
153
Brinker Capital Investments
Pennsylvania
$2.53M -$38K -1,362 -1%
OPS
154
Orion Portfolio Solutions
Nebraska
$2.53M -$38K -1,362 -1%
T
155
Tidemark
California
$2.51M -$78.4K -2,810 -3%
SFWA
156
Summit Financial Wealth Advisors
Louisiana
$2.43M +$1.14M +40,844 +89%
PFA
157
Petra Financial Advisors
Colorado
$2.31M -$1.67K -60 -0.1%
PCIA
158
Prime Capital Investment Advisors
Kansas
$2.25M +$2.25M +80,683 New
NFG
159
Northeast Financial Group
Pennsylvania
$2.22M -$30.6K -1,097 -1%
SFS
160
Sharp Financial Services
Pennsylvania
$2.22M +$470K +16,854 +27%
PWG
161
Portside Wealth Group
Utah
$2.21M -$148K -5,315 -6%
WWG
162
West Wealth Group
California
$2.07M +$1.11M +39,791 +116%
MOS
163
MGO One Seven
Ohio
$2.07M +$2.06M +73,942 New
2L
164
25 LLC
Missouri
$2.01M -$114K -4,089 -5%
GLA
165
Good Life Advisors
Pennsylvania
$1.96M -$161K -5,789 -8%
DAM
166
Derbend Asset Management
Georgia
$1.88M +$166K +5,941 +10%
IWM
167
IHT Wealth Management
Illinois
$1.87M +$285K +10,210 +18%
FPCP
168
Fort Point Capital Partners
California
$1.84M +$1.51M +54,215 +462%
PA
169
PFG Advisors
Arizona
$1.8M -$34.5K -1,237 -2%
Commonwealth Equity Services
170
Commonwealth Equity Services
Massachusetts
$1.73M +$396K +14,187 +30%
SW
171
SMART Wealth
Nebraska
$1.67M +$1.38M +49,507 +489%
CBFP
172
Cedar Brook Financial Partners
Ohio
$1.64M -$55.1K -1,974 -3%
VWWMG
173
Vermillion & White Wealth Management Group
Pennsylvania
$1.63M -$313K -11,230 -16%
RTL
174
Red Tortoise LLC
Georgia
$1.63M +$424K +15,210 +35%
BCM
175
Boltwood Capital Management
California
$1.62M -$139K -5,000 -8%