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State Street SPDR Portfolio Long Term Treasury ETF

204 hedge funds and large institutions have $1.43B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 56 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 31

13% more funds holding

Funds holding: 181204 (+23)

11% more capital invested

Capital invested by funds: $1.29B → $1.43B (+$138M)

1.31% more ownership

Funds ownership: 69.74%71.05% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

24% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 74

Holders
204
Holders Change
+23
Holders Change %
+12.71%
% of All Funds
4.5%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
57
Increased
56
Reduced
74
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Guggenheim Capital
Illinois
$9.9M -$1.62M -37,842 -15%
ML
27
McAdam LLC
Pennsylvania
$8.83M -$1.4M -32,653 -15%
RJA
28
Raymond James & Associates
Florida
$7.2M +$5.12M +119,835 +368%
MIAN
29
Mariner Independent Advisor Network
Kansas
$7.02M -$14.1M -330,888 -69%
AF
30
Advisornet Financial
Minnesota
$6.79M +$534K +12,498 +10%
SMM
31
Stadion Money Management
Georgia
$6.61M -$1.87M -43,704 -24%
FAM
32
Formidable Asset Management
Ohio
$6.46M -$154K -3,610 -3%
SRSA
33
S.R. Schill & Associates
Washington
$5.82M +$24.2K +567 +0.5%
WCA
34
Westover Capital Advisors
Delaware
$5.52M +$13.2K +309 +0.3%
AWA
35
Arete Wealth Advisors
Illinois
$5.1M +$2.45M +57,360 +114%
FHC
36
First Heartland Consultants
Missouri
$4.71M -$5.27M -123,188 -55%
UBS Group
37
UBS Group
Switzerland
$4.68M -$4.18M -97,803 -50%
APA
38
American Portfolios Advisors
New York
$4.54M +$4.04M +94,476 +5,506%
ACM
39
AlphaStar Capital Management
North Carolina
$4.5M -$1.39M -32,470 -26%
SWM
40
SeaCrest Wealth Management
New York
$4.47M -$1.51M -35,203 -27%
SS
41
Simplicity Solutions
Minnesota
$4.38M -$3.32M -77,591 -46%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$4.13M +$762K +17,815 +26%
CBFP
43
Cedar Brook Financial Partners
Ohio
$3.8M +$861K +20,135 +33%
CFG
44
Cooper Financial Group
California
$3.78M -$271K -6,331 -7%
GCA
45
Genesee Capital Advisors
New York
$3.68M +$638K +14,914 +24%
WCM
46
Wealthcare Capital Management
Virginia
$3.61M -$160K -3,744 -5%
AWM
47
AE Wealth Management
Kansas
$3.47M -$3.14M -73,502 -50%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$3.46M +$805K +18,832 +35%
PWM
49
Paulson Wealth Management
Illinois
$3.46M -$450K -10,532 -13%
LWS
50
Lucia Wealth Services
California
$3.43M +$2.39M +55,978 +336%