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State Street SPDR Portfolio Long Term Treasury ETF

437 hedge funds and large institutions have $10.8B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 188 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,292% more call options, than puts

Call options by funds: $7.68M | Put options by funds: $552K

77% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 43

32% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 142

15% more capital invested

Capital invested by funds: $9.4B → $10.8B (+$1.39B)

7% more funds holding

Funds holding: 409437 (+28)

1.9% less ownership

Funds ownership: 94.59%92.69% (-1.9%)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

Holders
437
Holders Change
+28
Holders Change %
+6.85%
% of All Funds
6.28%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.37%
New
76
Increased
188
Reduced
142
Closed
43
Calls
$7.68M
Puts
$552K
Net Calls
+$7.13M
Net Calls Change
+$6.43M
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
201
Tempus Wealth Planning
California
$1.64M -$71.6K -2,511 -4%
IFG
202
Independent Financial Group
California
$1.63M +$336K +11,790 +27%
ICMP
203
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.62M -$46.3K -1,624 -3%
PGF
204
Plan Group Financial
Oklahoma
$1.61M +$227K +7,964 +17%
AG
205
Ascent Group
Virginia
$1.57M +$55.6K +1,949 +4%
WIA
206
World Investment Advisors
California
$1.57M +$572K +20,047 +59%
BCP
207
Blackhawk Capital Partners
Wisconsin
$1.53M +$1.5M +52,524 New
WWG
208
West Wealth Group
California
$1.52M -$619K -21,696 -29%
WA
209
Waverly Advisors
Alabama
$1.45M -$814K -28,529 -36%
NC
210
Napatree Capital
Rhode Island
$1.39M +$98.3K +3,447 +8%
PPWP
211
Proquility Private Wealth Partners
Nevada
$1.39M -$217K -7,605 -14%
BWM
212
Brophy Wealth Management
New Hampshire
$1.36M +$1.34M +46,933 New
Susquehanna International Group
213
Susquehanna International Group
Pennsylvania
$1.35M +$1.33M +46,478 New
LG
214
Leuthold Group
Minnesota
$1.34M -$5.19K -182 -0.4%
JCFM
215
JBR Co Financial Management
Oklahoma
$1.31M +$94.1K +3,299 +8%
TIM
216
Tortoise Investment Management
New York
$1.3M +$39.1K +1,370 +3%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$1.3M -$113K -3,965 -8%
SFS
218
Sowell Financial Services
Arkansas
$1.29M -$131K -4,596 -9%
ECA
219
Elevated Capital Advisors
Utah
$1.29M +$1.26M +44,310 New
GM
220
GeoWealth Management
Illinois
$1.26M +$426K +14,940 +52%
EGA
221
E&G Advisors
Texas
$1.26M -$2.85K -100 -0.2%
VPP
222
Vertex Planning Partners
Illinois
$1.26M -$405K -14,193 -25%
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$1.24M +$68.6K +2,405 +6%
HWP
224
Hibernia Wealth Partners
Louisiana
$1.23M -$82.6K -2,894 -6%
TFA
225
Teamwork Financial Advisors
Texas
$1.22M +$1.2M +42,135 New