We are live on ! Find out more
SPTL icon

State Street SPDR Portfolio Long Term Treasury ETF

75 hedge funds and large institutions have $559M invested in State Street SPDR Portfolio Long Term Treasury ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

3% more funds holding

Funds holding: 7375 (+2)

1.71% more ownership

Funds ownership: 71.76%73.47% (+1.7%)

3% more capital invested

Capital invested by funds: $541M → $559M (+$18.2M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
17
Increased
28
Reduced
20
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$1.99M -$587K -16,879 -23%
UBS Group
27
UBS Group
Switzerland
$1.93M -$2.35M -67,503 -55%
LWS
28
Lucia Wealth Services
California
$1.81M +$1.79M +51,483 New
WP
29
WealthSource Partners
California
$1.78M +$1.28M +36,801 +265%
Bank of America
30
Bank of America
North Carolina
$1.65M -$718K -20,626 -31%
B
31
Bailard
California
$1.65M +$392K +11,265 +32%
ACM
32
AlphaStar Capital Management
North Carolina
$1.44M +$1.43M +41,017 New
FI
33
FormulaFolio Investments
Michigan
$1.38M +$157K +4,505 +13%
I2I
34
Insight 2811 Inc
Illinois
$1.34M -$4K -115 -0.3%
AI
35
Atria Investments
North Carolina
$1.23M -$121K -3,476 -9%
GC
36
Guggenheim Capital
Illinois
$1.16M +$1.15M +33,004 New
LS
37
Lattice Strategies
Pennsylvania
$1.08M +$587K +16,880 +122%
LFG
38
LifePlan Financial Group
Ohio
$1.07M +$1.06M +30,451 New
PAG
39
Pinnacle Advisory Group
Maryland
$945K -$151K -4,329 -14%
AII
40
AGF Investments Inc
Ontario, Canada
$643K +$292K +8,398 +85%
AG
41
Advisor Group
Arizona
$510K -$200K -5,736 -28%
GG
42
GenWealth Group
New Jersey
$404K
CW
43
CreativeOne Wealth
Kansas
$369K +$366K +10,510 New
SBL
44
Sargent Bickham Lagudis
Colorado
$308K -$4.99M -143,434 -94%
AWS
45
AJ Wealth Strategies
New York
$299K +$297K +8,524 New
RCA
46
Rowland Carmichael Advisors
Arizona
$289K
RA
47
RFG Advisory
Alabama
$287K +$285K +8,190 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$280K -$81.8K -2,351 -23%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$274K -$222K -6,384 -45%
JP Morgan Chase
50
JP Morgan Chase
New York
$269K