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SPDR Portfolio Long Term Treasury ETF

334 hedge funds and large institutions have $6.63B invested in SPDR Portfolio Long Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 152 increasing their positions, 100 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.33%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
59
Increased
152
Reduced
100
Closed
55
Calls
$356K
Puts
$2.13M
Net Calls
-$1.78M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Shares
Change %
CNC
176
Citizens & Northern Corp
Pennsylvania
$848K +$44.7K +1,710 +6%
KP
177
Keel Point
Alabama
$835K +$289K +11,056 +53%
FIA
178
Foundations Investment Advisors
Arizona
$830K +$27.8K +1,064 +3%
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$817K -$21.9M -837,025 -96%
AWA
180
Arkadios Wealth Advisors
Georgia
$797K +$321K +12,268 +67%
Creative Planning
181
Creative Planning
Kansas
$780K +$780K +29,809 New
HA
182
Herold Advisors
New York
$770K +$137K +5,255 +22%
Prudential Financial
183
Prudential Financial
New Jersey
$766K +$123K +4,716 +19%
HAS
184
HBW Advisory Services
California
$754K +$303K +11,573 +67%
CSPIA
185
Cary Street Partners Investment Advisory
Virginia
$753K -$44.8K -1,712 -6%
Comerica Bank
186
Comerica Bank
Texas
$732K +$732K +28,010 New
SWM
187
Scissortail Wealth Management
Oklahoma
$731K -$5.58M -226,245 -88%
PFS
188
Prospera Financial Services
Texas
$731K +$731K +27,967 New
HPG
189
Harvest Portfolios Group
Ontario, Canada
$711K +$711K +27,200 New
AG
190
Ascent Group
Virginia
$705K +$115K +4,454 +20%
FPWM
191
FSB Premier Wealth Management
Iowa
$675K +$67.1K +2,566 +11%
SAG
192
SageView Advisory Group
California
$662K +$188K +7,175 +40%
USCWA
193
U.S. Capital Wealth Advisors
Texas
$652K -$125K -4,784 -16%
FNC
194
First National Corp
Massachusetts
$638K -$16.6K -636 -3%
PWM
195
Penobscot Wealth Management
Maine
$636K +$636K +24,332 New
MA
196
Mutual Advisors
Nebraska
$633K -$53.4K -2,042 -8%
JF
197
Jump Financial
Illinois
$630K -$722K -27,626 -53%
LNC
198
Lincoln National Corp
Pennsylvania
$607K +$272K +10,398 +81%
NHFG
199
New Harbor Financial Group
Massachusetts
$604K +$64.3K +2,457 +12%
SFWA
200
Summit Financial Wealth Advisors
Louisiana
$599K +$599K +23,000 New