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State Street SPDR Portfolio Long Term Treasury ETF

255 hedge funds and large institutions have $4.61B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 26

88% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 57

19% more capital invested

Capital invested by funds: $3.89B → $4.61B (+$728M)

16% more funds holding

Funds holding: 220255 (+35)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

2.68% less ownership

Funds ownership: 98.2%95.53% (-2.7%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $637K

Holders
255
Holders Change
+35
Holders Change %
+15.91%
% of All Funds
3.92%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
65
Increased
107
Reduced
57
Closed
26
Calls
Puts
$637K
Net Calls
-$637K
Net Calls Change
-$856K
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$952M +$80.8M +1,925,248 +9%
Financial Engines Advisors
2
Financial Engines Advisors
California
$867M +$75.7M +1,803,036 +10%
State Street
3
State Street
Massachusetts
$853M +$101M +2,402,317 +13%
NSLI
4
Nan Shan Life Insurance
Taiwan
$390M +$208M +4,958,900 +115%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$140M +$11.7M +279,271 +9%
LPL Financial
6
LPL Financial
California
$98.2M +$16.9M +401,325 +21%
Bank of America
7
Bank of America
North Carolina
$88.3M +$10M +238,219 +13%
UBS Group
8
UBS Group
Switzerland
$81.6M +$4.78M +113,921 +6%
Jane Street
9
Jane Street
New York
$81.5M +$28.1M +668,505 +53%
Osaic Holdings
10
Osaic Holdings
Arizona
$76.5M +$11.4M +271,495 +18%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$68.9M +$66.6M +1,587,077 +3,375%
SWIG
12
Strategic Wealth Investment Group
Kentucky
$59.5M +$8.92M +212,344 +18%
Stifel Financial
13
Stifel Financial
Missouri
$51.1M +$1.33M +31,766 +3%
CWM
14
Comprehensive Wealth Management
Washington
$46.2M +$30.1M +715,905 +188%
Morgan Stanley
15
Morgan Stanley
New York
$32M -$110M -2,615,004 -78%
HI
16
Horizon Investments
North Carolina
$28.3M +$28.2M +670,573 New
IDA
17
Intelligence Driven Advisers
California
$27.5M +$746K +17,776 +3%
SKK
18
Shepherd Kaplan Krochuk
Massachusetts
$26.1M +$4.32M +102,959 +20%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$25.2M +$5.48M +130,400 +28%
TCM
20
Tradewinds Capital Management
Washington
$22.3M -$5.35M -127,459 -19%
AssetMark Inc
21
AssetMark Inc
California
$21.6M +$6.68M +159,166 +45%
FHA
22
Flagship Harbor Advisors
Massachusetts
$21.4M +$1.25M +29,839 +6%
BCM
23
Brookstone Capital Management
Illinois
$19.9M +$11.6M +277,083 +130%
LMIM
24
Lockheed Martin Investment Management
Maryland
$19.8M -$1.26M -30,000 -6%
PI
25
PFS Investments
Georgia
$17.8M +$17.7M +421,727 New