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State Street SPDR Portfolio Intermediate Term Treasury ETF

121 hedge funds and large institutions have $1.17B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 15

182% more capital invested

Capital invested by funds: $416M → $1.17B (+$756M)

120% more funds holding in top 10

Funds holding in top 10: 511 (+6)

46% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 24

38% more funds holding

Funds holding: 88121 (+33)

16.97% more ownership

Funds ownership: 121.97%138.94% (+17%)

Holders
121
Holders Change
+33
Holders Change %
+37.5%
% of All Funds
2.63%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.24%
New
48
Increased
35
Reduced
24
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
26
Virtue Capital Management
Tennessee
$6.38M +$6.26M +206,450 New
SS
27
Simplicity Solutions
Minnesota
$5.84M +$5.73M +189,036 New
SFM
28
Signet Financial Management
New Jersey
$5.55M -$655K -21,602 -11%
AI
29
Atria Investments
North Carolina
$5.29M +$68.7K +2,266 +1%
CGFA
30
Colton Groome Financial Advisors
North Carolina
$5.26M +$5.17M +170,334 New
AWM
31
AE Wealth Management
Kansas
$5.06M +$4.97M +163,796 New
State Street
32
State Street
Massachusetts
$4.71M +$641K +21,142 +16%
GI
33
Gradient Investments
Minnesota
$4.59M +$4.51M +148,540 New
LWS
34
Lucia Wealth Services
California
$3.87M +$3.8M +125,382 New
NA
35
Nottingham Advisors
New York
$2.98M -$343K -11,306 -10%
RJA
36
Raymond James & Associates
Florida
$2.96M +$849 +28 +0%
CAG
37
Csenge Advisory Group
Florida
$2.84M +$2.79M +91,970 New
Citadel Advisors
38
Citadel Advisors
Florida
$2.2M -$2.36M -77,878 -52%
TAIM
39
TD Ameritrade Investment Management
Nebraska
$2.05M -$29.1K -958 -1%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$2.03M -$861K -28,378 -30%
BRWA
41
B. Riley Wealth Advisors
Florida
$2.01M +$1.97M +64,966 New
PAS
42
Park Avenue Securities
New York
$1.92M +$1.88M +62,126 New
MFT
43
Moisand Fitzgerald Tamayo
Florida
$1.88M +$27.5K +908 +2%
Millennium Management
44
Millennium Management
New York
$1.79M +$1.76M +57,872 New
SCA
45
Snowden Capital Advisors
New York
$1.44M -$127K -4,192 -8%
FAAS
46
First Allied Advisory Services
California
$1.43M +$1.16M +38,306 +475%
WCF
47
West Coast Financial
California
$1.35M -$121K -3,988 -8%
AWA
48
Arete Wealth Advisors
Illinois
$1.34M -$100K -3,296 -7%
CP
49
Covenant Partners
Tennessee
$1.21M +$1.19M +39,114 New
FTUS
50
Flow Traders U.S.
New York
$1.18M -$1.83M -60,198 -61%