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State Street SPDR Portfolio Long Term Treasury ETF

409 hedge funds and large institutions have $9.4B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 201 increasing their positions, 108 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,109% more call options, than puts

Call options by funds: $729K | Put options by funds: $33K

86% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 108

49% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 49

8% more capital invested

Capital invested by funds: $8.74B → $9.4B (+$656M)

5% more funds holding

Funds holding: 391409 (+18)

2.1% less ownership

Funds ownership: 96.69%94.59% (-2.1%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

Holders
409
Holders Change
+18
Holders Change %
+4.6%
% of All Funds
5.91%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
73
Increased
201
Reduced
108
Closed
49
Calls
$729K
Puts
$33K
Net Calls
+$696K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$1.5B +$152M +5,617,046 +11%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.12B +$59.8M +2,215,448 +6%
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.08B +$18.9M +700,217 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$643M -$9.7M -359,201 -1%
Bank of America
5
Bank of America
North Carolina
$486M +$48M +1,777,373 +11%
Goldman Sachs
6
Goldman Sachs
New York
$385M +$193M +7,149,208 +102%
MERSOM
7
Municipal Employees' Retirement System of Michigan
Michigan
$347M +$30.8M +1,141,987 +10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$341M +$4.53M +167,836 +1%
NSLI
9
Nan Shan Life Insurance
Taiwan
$298M
LPL Financial
10
LPL Financial
California
$266M -$472K -17,481 -0.2%
JP Morgan Chase
11
JP Morgan Chase
New York
$105M -$3.77M -139,648 -4%
CWM
12
Congress Wealth Management
Massachusetts
$104M -$747K -27,661 -0.7%
MSA
13
Mason Street Advisors
Wisconsin
$101M +$99.9M +3,700,000 New
APP
14
Avantax Planning Partners
Iowa
$98.5M +$97.7M +3,619,664 New
AssetMark Inc
15
AssetMark Inc
California
$94.3M +$14.2M +524,545 +18%
Stifel Financial
16
Stifel Financial
Missouri
$92.1M +$2.87M +106,196 +3%
TC
17
TownSquare Capital
Utah
$90.3M +$25M +925,034 +39%
Morgan Stanley
18
Morgan Stanley
New York
$88.3M -$437K -16,202 -0.5%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$84.4M +$22.4M +830,796 +37%
UBS Group
20
UBS Group
Switzerland
$82.4M -$7.96M -295,022 -9%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$80.3M +$50.3M +1,864,301 +180%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$66.6M -$695K -25,733 -1%
OIA
23
OneDigital Investment Advisors
Kansas
$61M +$17.2M +637,384 +40%
AWMS
24
Advocacy Wealth Management Services
Georgia
$59.5M +$11.1M +412,859 +23%
RA
25
RFG Advisory
Alabama
$52.4M +$10M +371,224 +24%