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State Street SPDR Portfolio Long Term Treasury ETF

53 hedge funds and large institutions have $402M invested in State Street SPDR Portfolio Long Term Treasury ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

3.51% more ownership

Funds ownership: 139.05%142.56% (+3.5%)

4% more capital invested

Capital invested by funds: $386M → $402M (+$16.3M)

13% less funds holding

Funds holding: 6153 (-8)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
53
Holders Change
-8
Holders Change %
-13.11%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
8
Increased
23
Reduced
14
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.1M -$14.3K -394 -1%
AG
27
Advisor Group
Arizona
$573K -$617K -17,028 -52%
FI
28
FormulaFolio Investments
Michigan
$516K +$520K +14,338 New
LS
29
Lattice Strategies
Pennsylvania
$500K -$21.7K -600 -4%
WP
30
WealthSource Partners
California
$470K +$15.9K +440 +3%
GG
31
GenWealth Group
New Jersey
$414K
AI
32
Atria Investments
North Carolina
$410K +$107K +2,956 +35%
CPP
33
Crow Point Partners
Massachusetts
$394K +$397K +10,958 New
AII
34
AGF Investments Inc
Ontario, Canada
$317K +$173K +4,764 +118%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$311K +$93.5K +2,580 +25%
JP Morgan Chase
36
JP Morgan Chase
New York
$275K -$237K -6,540 -46%
Ameriprise
37
Ameriprise
Minnesota
$270K +$272K +7,498 New
VF
38
Virtu Financial
New York
$234K +$236K +6,506 New
PFBT
39
Parkside Financial Bank & Trust
Missouri
$114K -$54K -1,490 -32%
TCM
40
Tradewinds Capital Management
Washington
$70K -$6.96M -192,144 -99%
CFD
41
Creative Financial Designs
Indiana
$66K +$435 +12 +0.7%
WIM
42
Westside Investment Management
California
$46.5K
SJIM
43
St. Johns Investment Management
Florida
$36K
BFEC
44
Benjamin F. Edwards & Company
Missouri
$25K +$24.7K +682 New
Citigroup
45
Citigroup
New York
$24K +$16.5K +456 +213%
NC
46
NewSquare Capital
Pennsylvania
$19K -$2.9K -80 -13%
WCM
47
Wealthcare Capital Management
Virginia
$17K
TFA
48
Transamerica Financial Advisors
Florida
$10K
IA
49
IFP Advisors
Florida
$6K
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$5K +$5.43K +150 New