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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
AssetMark Inc
1
AssetMark Inc
California
$267M +$262M +8,642,150 +3,892,860%
CCMG
2
Clark Capital Management Group
Pennsylvania
$197M +$194M +6,382,046 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$167M +$150M +4,954,328 +1,104%
AG
4
Advisor Group
Arizona
$44.9M +$43.9M +1,447,360 +20,215%
SGAM
5
Stephens Group Asset Management
Arkansas
$39.2M -$6.21M -204,728 -14%
SI
6
Stephens Inc
Arkansas
$34.6M +$329K +10,844 +1%
VFA
7
Voya Financial Advisors
Connecticut
$34.2M +$33.6M +1,107,342 New
FA
8
FDx Advisors
Illinois
$33.1M +$32.5M +1,072,164 New
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$31M +$30M +989,736 +6,737%
JP Morgan Chase
10
JP Morgan Chase
New York
$27.2M +$4.63M +152,750 +21%
FEG
11
Financial Enhancement Group
Indiana
$23.2M +$22.8M +750,426 New
Bank of America
12
Bank of America
North Carolina
$22.6M +$2.08M +68,610 +10%
Ameriprise
13
Ameriprise
Minnesota
$17.8M +$5.13M +169,174 +41%
ATPW
14
Ashton Thomas Private Wealth
Arizona
$15.6M +$15.3M +505,300 New
UBS Group
15
UBS Group
Switzerland
$14.9M +$1.44M +47,612 +11%
GFPC
16
Global Financial Private Capital
Florida
$13.5M +$13.2M +436,624 New
SRSA
17
S.R. Schill & Associates
Washington
$13.3M +$6.88M +226,944 +112%
WCWM
18
Willow Creek Wealth Management
California
$11.4M +$1.66M +54,702 +17%
WS
19
Wela Strategies
Georgia
$9.89M +$470K +15,512 +5%
MML Investors Services
20
MML Investors Services
Massachusetts
$9.66M +$8.34M +275,066 +731%
LPT
21
Legacy Private Trust
Wisconsin
$9.22M -$1.45M -47,754 -14%
Wells Fargo
22
Wells Fargo
California
$8.84M +$2.95M +97,380 +52%
Jane Street
23
Jane Street
New York
$7.5M -$103K -3,386 -1%
I
24
IberiaBank
Louisiana
$7.35M -$766K -25,264 -10%
NFG
25
Next Financial Group
Texas
$7.01M +$6.89M +227,012 New