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State Street SPDR Portfolio Long Term Treasury ETF

387 hedge funds and large institutions have $8.08B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more call options, than puts

Call options by funds: $5.59M | Put options by funds: $1.38M

102% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 53

94% more funds holding in top 10

Funds holding in top 10: 1835 (+17)

33% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 111

22% more capital invested

Capital invested by funds: $6.63B → $8.08B (+$1.45B)

16% more funds holding

Funds holding: 334387 (+53)

4.1% less ownership

Funds ownership: 99.67%95.57% (-4.1%)

Holders
387
Holders Change
+53
Holders Change %
+15.87%
% of All Funds
5.64%
Holding in Top 10
35
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+94.44%
% of All Funds
0.51%
New
107
Increased
148
Reduced
111
Closed
53
Calls
$5.59M
Puts
$1.38M
Net Calls
+$4.21M
Net Calls Change
+$5.98M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$1.33B +$52.3M +1,964,768 +4%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.07B +$32.5M +1,218,586 +3%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.04B +$58M +2,177,541 +6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$695M -$3.99M -149,845 -0.6%
Bank of America
5
Bank of America
North Carolina
$369M +$24.5M +921,102 +8%
NSLI
6
Nan Shan Life Insurance
Taiwan
$318M
LPL Financial
7
LPL Financial
California
$277M +$29.9M +1,123,328 +13%
MERSOM
8
Municipal Employees' Retirement System of Michigan
Michigan
$206M +$6.01M +225,690 +3%
Morgan Stanley
9
Morgan Stanley
New York
$176M +$14M +524,451 +9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$152M -$18M -674,158 -11%
CWM
11
Congress Wealth Management
Massachusetts
$110M +$101M +3,807,353 New
JP Morgan Chase
12
JP Morgan Chase
New York
$105M +$17.9M +671,950 +23%
SCM
13
SCS Capital Management
Massachusetts
$103M +$94.4M +3,544,503 New
VFA
14
Voya Financial Advisors
Connecticut
$90.7M +$82.6M +3,101,658 New
UBS Group
15
UBS Group
Switzerland
$70.4M -$4.65M -174,558 -7%
Stifel Financial
16
Stifel Financial
Missouri
$69.3M +$7.25M +272,238 +13%
TC
17
TownSquare Capital
Utah
$63.8M +$3.59M +134,733 +7%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$52.1M +$11.4M +426,422 +31%
Osaic Holdings
19
Osaic Holdings
Arizona
$51.2M -$19.6M -736,682 -29%
OIA
20
OneDigital Investment Advisors
Kansas
$50.7M +$13.1M +493,701 +39%
ST
21
Spinnaker Trust
Maine
$43.3M +$39.7M +1,490,496 New
AWMS
22
Advocacy Wealth Management Services
Georgia
$39.9M +$36.6M +1,375,808 New
LOIM
23
Liberty One Investment Management
Illinois
$38.7M +$35.5M +1,332,600 New
CAN
24
Cetera Advisor Networks
California
$37.6M +$23.8M +893,872 +222%
AWM
25
AE Wealth Management
Kansas
$36.7M +$196K +7,345 +0.6%