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SPDR Portfolio Long Term Treasury ETF

333 hedge funds and large institutions have $6.49B invested in SPDR Portfolio Long Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 145 increasing their positions, 95 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+26
Holders Change %
+8.47%
% of All Funds
5.25%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
60
Increased
145
Reduced
95
Closed
34
Calls
$475K
Puts
$1.06M
Net Calls
-$586K
Net Calls Change
-$1.51M
Name Holding Trade Value Shares
Change
Shares
Change %
CPP
201
Capasso Planning Partners
South Carolina
$617K +$617K +20,635 New
WS
202
Wedbush Securities
California
$600K +$600K +20,083 New
AWM
203
Axxcess Wealth Management
California
$573K -$365K -12,215 -39%
AWAU
204
Alliance Wealth Advisors (Utah)
Utah
$569K -$4.9K -164 -0.9%
KFGK
205
Keystone Financial Group (Kentucky)
Kentucky
$567K +$567K +18,975 New
RCM
206
Raleigh Capital Management
North Carolina
$566K -$187K -6,259 -25%
GRP
207
Global Retirement Partners
California
$562K +$285K +9,531 +103%
NFP
208
Narus Financial Partners
Utah
$556K +$172K +5,739 +45%
AWA
209
Arkadios Wealth Advisors
Georgia
$545K +$545K +18,215 New
SAG
210
SageView Advisory Group
California
$543K +$543K +18,158 New
HAS
211
HBW Advisory Services
California
$516K +$516K +17,263 New
MWM
212
Modera Wealth Management
New Jersey
$508K +$508K +17,000 New
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$495K -$2.54M -84,414 -84%
PTC
214
Private Trust Company
Ohio
$490K +$72.7K +2,432 +17%
CP
215
Castleview Partners
Texas
$475K -$13.5K -453 -3%
CGFA
216
Colton Groome Financial Advisors
North Carolina
$463K -$298K -9,978 -39%
MA
217
MONECO Advisors
Connecticut
$452K +$15.9K +531 +4%
RBFC
218
Roman Butler Fullerton & Co
Missouri
$449K +$17.7K +592 +4%
AI
219
Auour Investments
Massachusetts
$441K +$441K +14,760 New
EIA
220
Eldridge Investment Advisors
New Hampshire
$437K -$207K -6,900 -32%
FFA
221
Farther Finance Advisors
California
$421K +$44.3K +1,480 +12%
BTWM
222
Baker Tilly Wealth Management
Wisconsin
$414K +$35K +1,172 +9%
TIM
223
Tevis Investment Management
Texas
$403K -$51.7K -1,728 -11%
LEFP
224
Leading Edge Financial Planning
Tennessee
$388K -$84.9K -2,838 -18%
LNC
225
Lincoln National Corp
Pennsylvania
$383K +$64.3K +2,149 +20%