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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
SGI
151
Summit Global Investments
Utah
$3.01M -$2.88K -105 -0.1%
MI
152
Motiv8 Investments
Florida
$2.99M +$3.12M +114,002 New
SW
153
SMART Wealth
Nebraska
$2.95M +$1.17M +42,615 +61%
AFA
154
AllGen Financial Advisors
Florida
$2.88M +$3.02M +110,153 New
SF
155
Synovus Financial
Georgia
$2.88M +$1.97M +71,793 +188%
AI
156
Atria Investments
North Carolina
$2.82M -$94.5K -3,450 -3%
IPW
157
Impact Partnership Wealth
Georgia
$2.78M -$859K -31,353 -23%
HFS
158
Horizon Financial Services
North Carolina
$2.78M +$95.2K +3,477 +3%
PWG
159
Portside Wealth Group
Utah
$2.64M -$897K -32,753 -25%
BWS
160
Broadway Wealth Solutions
Texas
$2.62M +$2.75M +100,225 New
CWG
161
Cornerstone Wealth Group
North Carolina
$2.61M -$42.9K -1,568 -2%
KF
162
Krilogy Financial
Missouri
$2.54M -$3.75M -136,998 -59%
RTL
163
Red Tortoise LLC
Georgia
$2.49M +$174K +6,355 +7%
GLA
164
Good Life Advisors
Pennsylvania
$2.47M -$8.22K -300 -0.3%
FA
165
FDx Advisors
Illinois
$2.4M -$107K -3,911 -4%
KW
166
KWB Wealth
California
$2.4M -$983K -35,892 -30%
ACA
167
Aptus Capital Advisors
Alabama
$2.39M -$92.9K -3,390 -4%
MFG
168
Magnus Financial Group
New York
$2.36M -$147K -5,359 -6%
ONB
169
Old National Bancorp
Indiana
$2.25M -$254K -9,269 -10%
B
170
Bailard
California
$2.23M -$83.4K -3,045 -3%
SEIA
171
Signature Estate & Investment Advisors
California
$2.16M -$3.56K -130 -0.2%
PFA
172
Petra Financial Advisors
Colorado
$2.14M -$4.22K -154 -0.2%
VAS
173
Vestmark Advisory Solutions
Massachusetts
$2.1M +$151K +5,525 +7%
BBWP
174
Beacon Bridge Wealth Partners
Pennsylvania
$2.04M +$316K +11,553 +17%
BRWA
175
B. Riley Wealth Advisors
Florida
$2M -$47.2K -1,725 -2%