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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
SA
176
Scarborough Advisors
Maryland
$1.95M +$2.04M +74,446 New
VWWMG
177
Vermillion & White Wealth Management Group
Pennsylvania
$1.91M +$183K +6,699 +10%
EFMH
178
E Fund Management (HK)
Hong Kong
$1.86M -$151K -5,527 -7%
EFM
179
E Fund Management
China
$1.86M -$151K -5,527 -7%
KAS
180
Kestra Advisory Services
Texas
$1.83M +$765K +27,922 +66%
BCM
181
Boltwood Capital Management
California
$1.83M +$232K +8,480 +14%
2L
182
25 LLC
Missouri
$1.75M -$41.3K -1,507 -2%
CWA
183
Centennial Wealth Advisory
Michigan
$1.71M -$394K -14,388 -18%
IWM
184
IHT Wealth Management
Illinois
$1.7M -$6.71K -245 -0.4%
STA
185
Summit Trail Advisors
New York
$1.69M -$17M -618,870 -91%
Comerica Bank
186
Comerica Bank
Texas
$1.64M -$75.2K -2,747 -4%
FDW
187
Fourth Dimension Wealth
Ohio
$1.61M +$1.69M +61,584 New
LJAC
188
L.J. Altfest & Co
New York
$1.58M -$2.4M -87,788 -59%
SHJ
189
Sharkey, Howes & Javer
Colorado
$1.56M -$296K -10,794 -15%
WWG
190
West Wealth Group
California
$1.54M +$178K +6,483 +12%
IFG
191
Independent Financial Group
California
$1.52M +$56.3K +2,055 +4%
CAG
192
Centerpoint Advisory Group
Kansas
$1.5M +$1.56M +57,134 New
NC
193
Napatree Capital
Rhode Island
$1.48M +$240K +8,758 +18%
WA
194
Waverly Advisors
Alabama
$1.48M +$179K +6,525 +13%
ICMP
195
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.46M -$1.53K -56 -0.1%
TWP
196
Tempus Wealth Planning
California
$1.45M -$25.6K -933 -2%
WIA
197
World Investment Advisors
California
$1.45M +$38.4K +1,402 +3%
PGF
198
Plan Group Financial
Oklahoma
$1.45M -$3.62K -132 -0.2%
BCI
199
Brinker Capital Investments
Pennsylvania
$1.44M -$1.37M -49,970 -48%
OPS
200
Orion Portfolio Solutions
Nebraska
$1.44M -$1.37M -49,970 -48%