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State Street SPDR Portfolio Long Term Treasury ETF

133 hedge funds and large institutions have $1.13B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 19

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

34% more capital invested

Capital invested by funds: $844M → $1.13B (+$286M)

33% more funds holding

Funds holding: 100133 (+33)

4.71% less ownership

Funds ownership: 77.83%73.11% (-4.7%)

16% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 38

Holders
133
Holders Change
+33
Holders Change %
+33%
% of All Funds
2.96%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
53
Increased
32
Reduced
38
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
26
BCM Advisors
Louisiana
$4.15M -$91.8K -2,750 -2%
WCM
27
Wealthcare Capital Management
Virginia
$3.99M +$3.8M +113,874 New
CM
28
Columbus Macro
Pennsylvania
$3.8M +$494K +14,802 +16%
FAAS
29
First Allied Advisory Services
California
$3.71M -$135K -4,046 -4%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$3.59M +$2.86M +85,666 +508%
DI
31
Diligent Investors
California
$3.35M -$181K -5,413 -5%
SWM
32
SeaCrest Wealth Management
New York
$3.3M -$31.4K -940 -1%
SRSA
33
S.R. Schill & Associates
Washington
$3.26M +$3.11M +93,085 New
WCA
34
Westover Capital Advisors
Delaware
$2.86M -$6.78K -203 -0.2%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.74M -$1.18M -35,247 -31%
ACP
36
Aveo Capital Partners
Colorado
$2.72M +$2.59M +77,628 New
FNC
37
First National Corp
Massachusetts
$2.68M +$2.55M +76,514 New
APC
38
Aspire Private Capital
North Carolina
$2.6M +$2.47M +74,145 New
TAIM
39
TD Ameritrade Investment Management
Nebraska
$2.59M +$769K +23,027 +45%
Wells Fargo
40
Wells Fargo
California
$2.47M +$310K +9,290 +15%
SA
41
Strategic Advisors
New York
$2.38M +$2.26M +67,862 New
Bank of America
42
Bank of America
North Carolina
$2.22M -$155K -4,657 -7%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$2.12M +$2.02M +60,423 New
BCP
44
Blackhawk Capital Partners
Wisconsin
$2.1M +$2M +60,066 New
LFA
45
Landmark Financial Advisors
Kentucky
$2.06M -$1.23M -36,979 -39%
TF
46
Trek Financial
Arizona
$2.02M +$1.92M +57,563 New
KP
47
Keel Point
Alabama
$2.01M +$1.91M +57,252 New
RJA
48
Raymond James & Associates
Florida
$1.93M +$1.83M +54,935 New
KWM
49
Kingsview Wealth Management
Oregon
$1.72M -$394K -11,816 -19%
FWM
50
Frontier Wealth Management
Missouri
$1.67M -$1.53M -45,733 -49%