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State Street SPDR Portfolio Long Term Treasury ETF

391 hedge funds and large institutions have $8.74B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 164 increasing their positions, 138 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $712K | Put options by funds: $302K

24% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 50

19% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 138

8% more capital invested

Capital invested by funds: $8.08B → $8.74B (+$658M)

1.12% more ownership

Funds ownership: 95.57%96.69% (+1.1%)

1% more funds holding

Funds holding: 387391 (+4)

20% less funds holding in top 10

Funds holding in top 10: 3528 (-7)

Holders
391
Holders Change
+4
Holders Change %
+1.03%
% of All Funds
5.63%
Holding in Top 10
28
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
62
Increased
164
Reduced
138
Closed
50
Calls
$712K
Puts
$302K
Net Calls
+$410K
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$1.38B +$92.9M +3,329,992 +7%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.09B +$64.4M +2,309,373 +6%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.09B +$88.3M +3,166,057 +9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$670M +$95.8K +3,436 +0%
Bank of America
5
Bank of America
North Carolina
$449M +$94.2M +3,377,199 +27%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$345M +$199M +7,117,746 +136%
MERSOM
7
Municipal Employees' Retirement System of Michigan
Michigan
$325M +$126M +4,513,620 +63%
NSLI
8
Nan Shan Life Insurance
Taiwan
$306M
LPL Financial
9
LPL Financial
California
$274M +$7.11M +254,754 +3%
Goldman Sachs
10
Goldman Sachs
New York
$195M +$195M +6,982,911 New
JP Morgan Chase
11
JP Morgan Chase
New York
$111M +$9.93M +355,868 +10%
CWM
12
Congress Wealth Management
Massachusetts
$107M +$1.12M +39,985 +1%
SCM
13
SCS Capital Management
Massachusetts
$98.6M -$440K -15,760 -0.4%
UBS Group
14
UBS Group
Switzerland
$92.8M +$25M +897,399 +37%
Stifel Financial
15
Stifel Financial
Missouri
$91.6M +$24.8M +890,028 +37%
Morgan Stanley
16
Morgan Stanley
New York
$91.1M -$78.1M -2,800,940 -46%
AssetMark Inc
17
AssetMark Inc
California
$82.1M +$47.8M +1,712,637 +140%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$69.1M +$46.1M +1,653,505 +202%
TC
19
TownSquare Capital
Utah
$66.8M +$5.4M +193,609 +9%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$63.4M +$13.2M +473,030 +26%
VFA
21
Voya Financial Advisors
Connecticut
$51.2M -$35.4M -1,269,718 -41%
AWMS
22
Advocacy Wealth Management Services
Georgia
$49.6M +$11.1M +399,025 +29%
GVAG
23
Great Valley Advisor Group
Delaware
$46.3M +$11.4M +408,878 +33%
OIA
24
OneDigital Investment Advisors
Kansas
$44.8M -$4.01M -143,595 -8%
TCM
25
Tradewinds Capital Management
Washington
$44.3M +$44.2M +1,583,842 +119,445%