We are live on ! Find out more
SPTL icon

State Street SPDR Portfolio Long Term Treasury ETF

409 hedge funds and large institutions have $9.4B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 201 increasing their positions, 108 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,109% more call options, than puts

Call options by funds: $729K | Put options by funds: $33K

86% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 108

49% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 49

8% more capital invested

Capital invested by funds: $8.74B → $9.4B (+$656M)

5% more funds holding

Funds holding: 391409 (+18)

2.1% less ownership

Funds ownership: 96.69%94.59% (-2.1%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

Holders
409
Holders Change
+18
Holders Change %
+4.6%
% of All Funds
5.91%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
73
Increased
201
Reduced
108
Closed
49
Calls
$729K
Puts
$33K
Net Calls
+$696K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
201
Napa Wealth Management
California
$1.26M +$978K +36,238 +357%
LG
202
Leuthold Group
Minnesota
$1.26M -$30.7K -1,138 -2%
KAS
203
Kestra Advisory Services
Texas
$1.24M -$60.7K -2,248 -5%
HWP
204
Hibernia Wealth Partners
Louisiana
$1.23M +$567K +21,013 +87%
CST
205
Charles Schwab Trust
Nevada
$1.23M +$582K +21,572 +92%
NC
206
Napatree Capital
Rhode Island
$1.21M +$200K +7,407 +20%
IFG
207
Independent Financial Group
California
$1.2M +$838K +31,047 +237%
EGA
208
E&G Advisors
Texas
$1.18M +$1.35K +50 +0.1%
TIM
209
Tortoise Investment Management
New York
$1.18M +$540K +20,005 +86%
RCM
210
Raleigh Capital Management
North Carolina
$1.18M +$1.15M +42,515 +6,511%
ACP
211
Aveo Capital Partners
Colorado
$1.15M +$543K +20,129 +91%
APW
212
Austin Private Wealth
Texas
$1.15M +$457K +16,936 +67%
JCFM
213
JBR Co Financial Management
Oklahoma
$1.14M +$366K +13,564 +48%
IWMA
214
Ironwood Wealth Management (Arizona)
Arizona
$1.1M +$953K +35,310 +680%
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$1.09M -$64.8K -2,399 -6%
Prudential Financial
216
Prudential Financial
New Jersey
$1.08M +$162K +6,003 +18%
RIG
217
RiverFront Investment Group
Virginia
$1.08M +$1.07M +39,520 New
AWM
218
Axxcess Wealth Management
California
$1.07M +$1.06M +39,198 New
FPWM
219
FSB Premier Wealth Management
Iowa
$1.03M +$23K +851 +2%
Betterment LLC
220
Betterment LLC
New York
$1.02M +$443K +16,416 +77%
SIA
221
Strategic Investment Advisors
Michigan
$1M +$256K +9,479 +35%
MCC
222
Money Concepts Capital
Florida
$980K -$3.83M -141,801 -80%
RFS
223
Richardson Financial Services
Massachusetts
$969K +$336K +12,446 +54%
HI
224
Harbour Investments
Wisconsin
$954K +$546K +20,213 +136%
ICM
225
Islay Capital Management
Texas
$925K +$559K +20,708 +156%