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State Street SPDR Portfolio Long Term Treasury ETF

461 hedge funds and large institutions have $12.3B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 164 increasing their positions, 167 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $333K

50% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 66

14% more capital invested

Capital invested by funds: $10.8B → $12.3B (+$1.48B)

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

5% more funds holding

Funds holding: 437461 (+24)

3.03% more ownership

Funds ownership: 92.69%95.72% (+3%)

2% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 167

Holders
461
Holders Change
+24
Holders Change %
+5.49%
% of All Funds
6.07%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.37%
New
99
Increased
164
Reduced
167
Closed
66
Calls
$1.07M
Puts
$333K
Net Calls
+$733K
Net Calls Change
-$6.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
201
Strategic Investment Advisors
Michigan
$1.33M +$477K +17,415 +52%
BAM
202
Belpointe Asset Management
Nevada
$1.27M -$1.69M -61,827 -58%
LG
203
Leuthold Group
Minnesota
$1.23M +$19.7K +721 +2%
PPWP
204
Proquility Private Wealth Partners
Nevada
$1.23M -$29.7K -1,084 -2%
VCA
205
Verdence Capital Advisors
Maryland
$1.22M -$612K -22,345 -32%
VPP
206
Vertex Planning Partners
Illinois
$1.17M +$41.6K +1,520 +4%
BI
207
Bolthouse Investments
California
$1.17M +$1.22M +44,573 New
Susquehanna International Group
208
Susquehanna International Group
Pennsylvania
$1.15M -$66.5K -2,427 -5%
AG
209
Ascent Group
Virginia
$1.13M -$292K -10,661 -20%
BFA
210
Brown Financial Advisors
Ohio
$1.13M +$1.18M +43,201 New
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$1.11M -$5.26K -192 -0.5%
PWG
212
Private Wealth Group
Florida
$1.1M +$298K +10,868 +35%
TIM
213
Tortoise Investment Management
New York
$1.1M -$72.2K -2,637 -6%
5W
214
5T Wealth
California
$1.1M +$1.15M +41,866 New
FWM
215
FLP Wealth Management
Arkansas
$1.08M +$1.13M +41,413 New
FIA
216
Foundations Investment Advisors
Arizona
$1.08M -$1.12M -40,939 -50%
AWA
217
Arete Wealth Advisors
Illinois
$1.08M -$513K -18,715 -31%
JCM
218
Jacobi Capital Management
Pennsylvania
$1.07M +$100K +3,652 +10%
CG
219
Clifford Group
Massachusetts
$1.07M -$577K -21,061 -34%
DWP
220
Daymark Wealth Partners
Ohio
$1.06M +$436K +15,908 +65%
CAWM
221
Capital A Wealth Management
Pennsylvania
$1.06M +$1.1M +40,313 New
ECA
222
Elevated Capital Advisors
Utah
$1.04M -$121K -4,429 -10%
MML Investors Services
223
MML Investors Services
Massachusetts
$1.02M -$842K -30,736 -44%
CWM
224
Cornerstone Wealth Management
Missouri
$1.01M +$58.5K +2,136 +6%
FPWM
225
FSB Premier Wealth Management
Iowa
$1.01M +$2.63K +96 +0.3%