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State Street SPDR Portfolio Long Term Treasury ETF

391 hedge funds and large institutions have $8.74B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 164 increasing their positions, 138 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $712K | Put options by funds: $302K

24% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 50

19% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 138

8% more capital invested

Capital invested by funds: $8.08B → $8.74B (+$658M)

1.12% more ownership

Funds ownership: 95.57%96.69% (+1.1%)

1% more funds holding

Funds holding: 387391 (+4)

20% less funds holding in top 10

Funds holding in top 10: 3528 (-7)

Holders
391
Holders Change
+4
Holders Change %
+1.03%
% of All Funds
5.63%
Holding in Top 10
28
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
62
Increased
164
Reduced
138
Closed
50
Calls
$712K
Puts
$302K
Net Calls
+$410K
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
201
FSB Premier Wealth Management
Iowa
$1.03M +$265K +9,500 +35%
AG
202
Ascent Group
Virginia
$1M -$63.9K -2,289 -6%
NC
203
Napatree Capital
Rhode Island
$970K +$306K +10,986 +42%
BBWP
204
Beacon Bridge Wealth Partners
Pennsylvania
$955K +$953K +34,165 New
Prudential Financial
205
Prudential Financial
New Jersey
$944K +$42.9K +1,537 +5%
CNC
206
Citizens & Northern Corp
Pennsylvania
$889K
JCM
207
Jacobi Capital Management
Pennsylvania
$863K -$307K -11,023 -26%
SF
208
Synovus Financial
Georgia
$818K +$180K +6,438 +28%
UWM
209
USAdvisors Wealth Management
Minnesota
$803K +$176K +6,305 +28%
JCFM
210
JBR Co Financial Management
Oklahoma
$790K +$788K +28,261 New
PA
211
Parallel Advisors
California
$779K -$111K -3,980 -12%
CAM
212
Cresset Asset Management
Illinois
$768K +$767K +27,493 New
SIA
213
Strategic Investment Advisors
Michigan
$764K +$763K +27,339 New
PTC
214
Private Trust Company
Ohio
$747K +$106K +3,805 +17%
AA
215
Ancora Advisors
Ohio
$723K +$721K +25,859 +2,585,900%
OWA
216
One Wealth Advisors
California
$706K +$704K +25,254 New
WWM
217
Western Wealth Management
Colorado
$698K -$179K -6,415 -20%
ARC
218
Advisor Resource Council
Texas
$698K -$5.7M -204,166 -89%
SAW
219
Signal Advisors Wealth
Michigan
$689K +$472K +16,918 +218%
APW
220
Austin Private Wealth
Texas
$689K -$77.7K -2,784 -10%
SWM
221
SeaCrest Wealth Management
New York
$680K -$107K -3,849 -14%
HWP
222
Hibernia Wealth Partners
Louisiana
$676K -$434K -15,543 -39%
AWAU
223
Alliance Wealth Advisors (Utah)
Utah
$664K +$32.8K +1,177 +5%
CST
224
Charles Schwab Trust
Nevada
$658K -$172K -6,170 -21%
CPL
225
CAP Partners LLC
Tennessee
$658K -$17.4K -623 -3%