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State Street SPDR Portfolio Long Term Treasury ETF

181 hedge funds and large institutions have $1.29B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 29

27% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 51

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

16% more funds holding

Funds holding: 156181 (+25)

1.5% more ownership

Funds ownership: 68.24%69.74% (+1.5%)

1% less capital invested

Capital invested by funds: $1.31B → $1.29B (-$17M)

Holders
181
Holders Change
+25
Holders Change %
+16.03%
% of All Funds
3.57%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.37%
New
55
Increased
65
Reduced
51
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$7.65M +$3.93M +98,408 +100%
FI
27
FormulaFolio Investments
Michigan
$7.22M +$1.26M +31,541 +20%
SMM
28
Stadion Money Management
Georgia
$7.14M +$271K +6,785 +4%
Bank of America
29
Bank of America
North Carolina
$6.89M +$2.44M +61,143 +53%
SS
30
Simplicity Solutions
Minnesota
$6.62M +$196K +4,902 +3%
WU
31
Wealthsimple US
New York
$5.96M +$6.12M +153,227 New
ICM
32
Islay Capital Management
Texas
$5.9M +$6.07M +151,835 New
AWM
33
AE Wealth Management
Kansas
$5.71M +$104K +2,596 +2%
CIA
34
Compass Ion Advisors
Pennsylvania
$5.68M +$5.84M +146,113 New
FAM
35
Formidable Asset Management
Ohio
$5.46M -$799K -19,982 -12%
TWP
36
Tempus Wealth Planning
California
$5.4M +$5.55M +138,961 New
AF
37
Advisornet Financial
Minnesota
$5.1M +$267K +6,688 +5%
SWM
38
SeaCrest Wealth Management
New York
$5.05M -$64.1K -1,605 -1%
ACM
39
AlphaStar Capital Management
North Carolina
$4.84M +$1.99M +49,765 +67%
SRSA
40
S.R. Schill & Associates
Washington
$4.76M -$1.07M -26,740 -18%
WCA
41
Westover Capital Advisors
Delaware
$4.53M -$12.2K -304 -0.3%
IA
42
IFP Advisors
Florida
$4.37M -$1.59M -39,818 -26%
NA
43
NewEdge Advisors
Louisiana
$4.2M +$4.32M +108,036 New
RJFSA
44
Raymond James Financial Services Advisors
Florida
$4.03M +$876K +21,908 +27%
BA
45
BCM Advisors
Louisiana
$3.82M -$1.08M -26,981 -22%
SL
46
Savior LLC
Massachusetts
$3.68M +$3.79M +94,761 New
CFG
47
Cooper Financial Group
California
$3.36M +$799K +19,984 +30%
PWM
48
Paulson Wealth Management
Illinois
$3.27M +$154K +3,842 +5%
PWS
49
Private Wealth Strategies
Ohio
$3.21M +$3.3M +82,547 New
WCM
50
Wealthcare Capital Management
Virginia
$3.11M -$30.3K -759 -0.9%