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State Street SPDR Portfolio Long Term Treasury ETF

52 hedge funds and large institutions have $391M invested in State Street SPDR Portfolio Long Term Treasury ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

107% more capital invested

Capital invested by funds: $189M → $391M (+$202M)

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

60.71% more ownership

Funds ownership: 115.2%175.9% (+61%)

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

6% more funds holding

Funds holding: 4952 (+3)

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
1.39%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
21
Increased
20
Reduced
9
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFS
26
VSR Financial Services
Kansas
$1.24M +$1.21M +32,816 New
CWM
27
Concert Wealth Management
California
$1.2M -$532K -14,390 -31%
VFA
28
Voya Financial Advisors
Connecticut
$1.06M -$2.03M -54,842 -66%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1M +$985K +26,620 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1M -$8.13M -219,738 -89%
First Trust Advisors
31
First Trust Advisors
Illinois
$865K +$849K +22,962 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$682K +$38.5K +1,040 +6%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$676K -$5.62M -152,034 -89%
BTS
34
BB&T Securities
Virginia
$516K +$507K +13,700 New
FI
35
FormulaFolio Investments
Michigan
$478K -$44.8K -1,210 -9%
Ameriprise
36
Ameriprise
Minnesota
$466K +$457K +12,360 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$406K +$198K +5,364 +99%
ICOA
38
Investment Centers of America
North Dakota
$390K +$75.2K +2,032 +24%
LFA
39
Landmark Financial Advisors
Kentucky
$328K +$322K +8,710 New
MWP
40
Moller Wealth Partners
$266K -$8.58K -232 -3%
Citadel Advisors
41
Citadel Advisors
Florida
$253K +$249K +6,722 New
TCM
42
Tuttle Capital Management
Connecticut
$219K +$215K +5,812 New
MFS
43
MSI Financial Services
Massachusetts
$165K +$25.1K +680 +18%
WA
44
WFG Advisors
Texas
$77K +$75.3K +2,036 New
PFBT
45
Parkside Financial Bank & Trust
Missouri
$69K -$6.88K -186 -9%
IA
46
IFP Advisors
Florida
$55K +$109K +2,944 New
WCM
47
Wealthcare Capital Management
Virginia
$54K
ZB
48
Zions Bancorporation
Utah
$22K +$21.5K +582 New
Citigroup
49
Citigroup
New York
$20K +$14.1K +382 +269%
ACM
50
Argentus Capital Management
Texas
$4K -$7.65M -206,804 -100%