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State Street SPDR Portfolio Long Term Treasury ETF

73 hedge funds and large institutions have $541M invested in State Street SPDR Portfolio Long Term Treasury ETF in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 2

73% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 15

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

38% more funds holding

Funds holding: 5373 (+20)

35% more capital invested

Capital invested by funds: $402M → $541M (+$139M)

70.8% less ownership

Funds ownership: 142.56%71.76% (-71%)

Holders
73
Holders Change
+20
Holders Change %
+37.74%
% of All Funds
1.66%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
22
Increased
26
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
26
Fullerton Fund Management
Singapore
$2.26M +$2.23M +61,700 New
LPL Financial
27
LPL Financial
California
$2.26M -$917K -25,353 -29%
BAM
28
Belpointe Asset Management
Nevada
$2.21M +$230K +6,368 +12%
WCA
29
Westover Capital Advisors
Delaware
$1.87M +$1.85M +51,102 New
AI
30
Atria Investments
North Carolina
$1.41M +$983K +27,156 +238%
I2I
31
Insight 2811 Inc
Illinois
$1.4M +$1.39M +38,350 New
B
32
Bailard
California
$1.3M +$1.29M +35,676 New
FI
33
FormulaFolio Investments
Michigan
$1.27M +$740K +20,445 +143%
CF
34
Centaurus Financial
California
$1.17M +$1.15M +31,894 New
PAG
35
Pinnacle Advisory Group
Maryland
$1.14M -$86.3K -2,385 -7%
AG
36
Advisor Group
Arizona
$742K +$157K +4,332 +27%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$701K -$3.01M -83,096 -81%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$520K +$48.2K +1,332 +10%
WP
39
WealthSource Partners
California
$508K +$29.2K +806 +6%
LS
40
Lattice Strategies
Pennsylvania
$505K -$3.62K -100 -0.7%
GG
41
GenWealth Group
New Jersey
$408K
CPP
42
Crow Point Partners
Massachusetts
$399K
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$378K -$5.3M -146,587 -93%
AII
44
AGF Investments Inc
Ontario, Canada
$363K +$40.1K +1,108 +13%
RCA
45
Rowland Carmichael Advisors
Arizona
$301K +$298K +8,225 New
Ameriprise
46
Ameriprise
Minnesota
$286K +$11.3K +313 +4%
JP Morgan Chase
47
JP Morgan Chase
New York
$280K
DI
48
Diligent Investors
California
$277K +$274K +7,561 New
UAS
49
United Asset Strategies
New York
$268K +$265K +7,334 New
DADC
50
D.A. Davidson & Co
Montana
$227K +$225K +6,215 New