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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
FCA
101
FinTrust Capital Advisors
South Carolina
$46K
Fidelity Investments
102
Fidelity Investments
Massachusetts
$42K +$40.9K +1,350 +67,500%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$33K -$425 -14 -1%
LWM
104
Liberty Wealth Management
California
$27K +$26.1K +860 New
ASN
105
Advisory Services Network
Georgia
$23K
LPWM
106
Lake Point Wealth Management
Texas
$17K
CI
107
CX Institutional
Indiana
$15K +$971 +32 +7%
AF
108
Advisornet Financial
Minnesota
$13K -$30.3K -1,000 -71%
BC
109
Bartlett & Co
Ohio
$12K +$11.6K +384 New
BCWM
110
Bartlett & Co Wealth Management
Ohio
$11.9K +$11.6K +384 New
BlackRock
111
BlackRock
New York
$11K
TIM
112
Tortoise Investment Management
New York
$11K
JHCP
113
Jackson Hole Capital Partners
Oklahoma
$10K +$9.46K +312 New
AWMS
114
Advocacy Wealth Management Services
Georgia
$9K +$8.55K +282 New
TPWA
115
TRUE Private Wealth Advisors
Oregon
$8K +$8.67K +286 New
GRP
116
Global Retirement Partners
California
$5K
RFA
117
Reilly Financial Advisors
California
$5K
William Blair & Company
118
William Blair & Company
Illinois
$4K +$4.25K +140 New
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$2K
TFA
120
Transamerica Financial Advisors
Florida
$1K +$425 +14 New
CIAS
121
Capital Investment Advisory Services
North Carolina
$1K +$607 +20 New
RIM
122
Redwood Investment Management
Arizona
-$5.88M -194,572 Closed
RFM
123
Royal Fund Management
Florida
-$2.68M -88,648 Closed
RWA
124
Redhawk Wealth Advisors
Minnesota
-$2.03M -67,084 Closed
Wolverine Trading
125
Wolverine Trading
Illinois
-$1.8M -59,524 Closed