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State Street SPDR Portfolio Long Term Treasury ETF

100 hedge funds and large institutions have $844M invested in State Street SPDR Portfolio Long Term Treasury ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 22

13% more capital invested

Capital invested by funds: $745M → $844M (+$98.9M)

0% more funds holding

Funds holding: 100100 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

3.66% less ownership

Funds ownership: 81.49%77.83% (-3.7%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
100
Holders Change
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
20
Increased
49
Reduced
22
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
26
Sargent Bickham Lagudis
Colorado
$3.36M +$1.68M +48,730 +96%
LFA
27
Landmark Financial Advisors
Kentucky
$3.24M -$646K -18,681 -16%
SWM
28
SeaCrest Wealth Management
New York
$3.22M +$689K +19,937 +27%
FTUS
29
Flow Traders U.S.
New York
$3.18M +$3.26M +94,202 New
CM
30
Columbus Macro
Pennsylvania
$3.16M -$65.7K -1,901 -2%
FWM
31
Frontier Wealth Management
Missouri
$3.15M +$1.18M +34,113 +58%
WCA
32
Westover Capital Advisors
Delaware
$2.77M +$29.1K +843 +1%
Morgan Stanley
33
Morgan Stanley
New York
$2.64M +$152K +4,388 +6%
PA
34
Parallel Advisors
California
$2.44M +$65.2K +1,887 +3%
FFS
35
Founders Financial Securities
Maryland
$2.32M +$440K +12,740 +23%
Bank of America
36
Bank of America
North Carolina
$2.3M +$642K +18,575 +38%
Wells Fargo
37
Wells Fargo
California
$2.07M +$418K +12,085 +25%
KWM
38
Kingsview Wealth Management
Oregon
$2.06M +$142K +4,096 +7%
TAIM
39
TD Ameritrade Investment Management
Nebraska
$1.72M +$1.72M +49,865 +5,397%
FI
40
FormulaFolio Investments
Michigan
$1.64M +$188K +5,428 +13%
LPL Financial
41
LPL Financial
California
$1.62M +$401K +11,612 +32%
B
42
Bailard
California
$1.6M -$4.01K -116 -0.2%
AII
43
AGF Investments Inc
Ontario, Canada
$1.47M -$8.85K -256 -0.6%
WP
44
WealthSource Partners
California
$1.05M +$1.87K +54 +0.2%
BAM
45
Belpointe Asset Management
Nevada
$1.01M +$649K +18,780 +168%
ACM
46
AlphaStar Capital Management
North Carolina
$972K -$78.5K -2,271 -7%
LS
47
Lattice Strategies
Pennsylvania
$914K -$8.99K -260 -1%
VAM
48
Visionary Asset Management
Texas
$911K +$932K +26,960 New
SCA
49
Sage Capital Advisors
South Dakota
$880K +$900K +26,031 New
AA
50
Advisory Alpha
Michigan
$652K -$2.23M -64,606 -77%