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SPDR Portfolio Long Term Treasury ETF

334 hedge funds and large institutions have $6.63B invested in SPDR Portfolio Long Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 152 increasing their positions, 100 reducing their positions, and 55 closing their positions.

Holders
334
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.33%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
59
Increased
152
Reduced
100
Closed
55
Calls
$356K
Puts
$2.13M
Net Calls
-$1.78M
Net Calls Change
-$1.19M
Name Market Value Shares Shares
Change
Shares
Change %
State Street
1
State Street
Massachusetts
$1.15B 44,024,130 +3,037,837 +7%
Fisher Asset Management
2
Fisher Asset Management
Washington
$929M 35,523,668 +1,388,676 +4%
Financial Engines Advisors
3
Financial Engines Advisors
California
$881M 33,675,272 +2,574,090 +8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$630M 24,109,647 -222,925 -0.9%
Bank of America
5
Bank of America
North Carolina
$308M 11,785,737 +9,792,154 +491%
NSLI
6
Nan Shan Life Insurance
Taiwan
$287M 10,956,900
LPL Financial
7
LPL Financial
California
$220M 8,411,754 -458,312 -5%
MERSOM
8
Municipal Employees' Retirement System of Michigan
Michigan
$180M 6,883,165 +6,825,839 +11,907%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$154M 5,901,345 +1,562,298 +36%
Morgan Stanley
10
Morgan Stanley
New York
$145M 5,535,533 -2,217,387 -29%
Goldman Sachs
11
Goldman Sachs
New York
$112M 4,300,000 +4,300,000 New
SF
12
Synovus Financial
Georgia
$81.7M 3,124,265 -98,594 -3%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$77.2M 2,951,767 +2,904,459 +6,139%
UBS Group
14
UBS Group
Switzerland
$68M 2,599,156 +658,583 +34%
Osaic Holdings
15
Osaic Holdings
Arizona
$65.4M 2,499,960 +1,094,438 +78%
Stifel Financial
16
Stifel Financial
Missouri
$55.4M 2,116,664 +367,028 +21%
TC
17
TownSquare Capital
Utah
$54M 2,064,215 +109,282 +6%
Truist Financial
18
Truist Financial
North Carolina
$49M 1,872,866 +1,270,166 +211%
GI
19
Gradient Investments
Minnesota
$36.4M 1,391,357 +31,092 +2%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$35.8M 1,370,342 +608,990 +80%
AWM
21
AE Wealth Management
Kansas
$34.5M 1,318,873 +163,778 +14%
AssetMark Inc
22
AssetMark Inc
California
$34M 1,298,633 -46,793 -3%
OIA
23
OneDigital Investment Advisors
Kansas
$32.8M 1,252,472 +522,707 +72%
RA
24
RFG Advisory
Alabama
$32.6M 1,246,443 +179,448 +17%
PAG
25
Private Advisor Group
New Jersey
$31M 1,183,936 +211,422 +22%