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State Street SPDR Portfolio Long Term Treasury ETF

255 hedge funds and large institutions have $4.61B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 26

88% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 57

19% more capital invested

Capital invested by funds: $3.89B → $4.61B (+$728M)

16% more funds holding

Funds holding: 220255 (+35)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

2.68% less ownership

Funds ownership: 98.2%95.53% (-2.7%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $637K

Holders
255
Holders Change
+35
Holders Change %
+15.91%
% of All Funds
3.92%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
65
Increased
107
Reduced
57
Closed
26
Calls
Puts
$637K
Net Calls
-$637K
Net Calls Change
-$856K
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
201
Contravisory Investment Management
Massachusetts
$40K +$40.1K +954 New
AWM
202
Accel Wealth Management
Iowa
$34K
MAM
203
Meeder Asset Management
Ohio
$32K +$7.6K +181 +31%
CWA
204
Clearview Wealth Advisors
Oregon
$30K +$42 +1 +0.1%
KIG
205
Kessler Investment Group
Indiana
$24K +$23.5K +560 New
ACM
206
Antonetti Capital Management
Florida
$22K
PA
207
Parallel Advisors
California
$21K -$1.51K -36 -7%
SWM
208
Spire Wealth Management
Virginia
$21K +$9.62K +229 +83%
HNB
209
Huntington National Bank
Ohio
$20K
FHA
210
First Horizon Advisors
Tennessee
$18K +$4.75K +113 +35%
TAM
211
Tucker Asset Management
Colorado
$16.1K
CHA
212
Carmichael Hill & Associates
Maryland
$15K
Qube Research & Technologies (QRT)
213
Qube Research & Technologies (QRT)
United Kingdom
$15K +$14.6K +348 New
LWA
214
Lenox Wealth Advisors
New York
$13K +$42 +1 +0.3%
MCC
215
Money Concepts Capital
Florida
$13K +$12.7K +302 New
SCA
216
Stonebridge Capital Advisors
Minnesota
$12K
NFSG
217
Newbridge Financial Services Group
Florida
$11K
RIM
218
Rockbridge Investment Management
New York
$11K
TCWM
219
Total Clarity Wealth Management
Illinois
$11K +$966 +23 +10%
AWM
220
Aspire Wealth Management
Massachusetts
$10K +$10.2K +243 New
TA
221
Tectonic Advisors
Texas
$9K -$16.1M -384,091 -100%
HFM
222
Hartford Financial Management
Connecticut
$9K +$42 +1 +0.5%
GEA
223
Glen Eagle Advisors
New Jersey
$8.81K -$5.79K -138 -40%
CFA
224
Carroll Financial Associates
North Carolina
$8K -$3.4K -81 -29%
CFCI
225
Comprehensive Financial Consultants Institutional
Indiana
$8K +$9.24K +220 New