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State Street SPDR Portfolio Long Term Treasury ETF

200 hedge funds and large institutions have $1.9B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 55

33% more capital invested

Capital invested by funds: $1.43B → $1.9B (+$475M)

9.82% more ownership

Funds ownership: 71.05%80.87% (+9.8%)

2% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 42

2% less funds holding

Funds holding: 204200 (-4)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

Holders
200
Holders Change
-4
Holders Change %
-1.96%
% of All Funds
4.1%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.37%
New
41
Increased
86
Reduced
55
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
26
Global Financial Private Capital
Florida
$11.9M +$11.9M +253,266 New
Bank of America
27
Bank of America
North Carolina
$10.6M -$4.16M -88,194 -28%
AWM
28
AE Wealth Management
Kansas
$10.3M +$6.88M +145,925 +199%
KP
29
Keel Point
Alabama
$10.2M -$1.94M -41,271 -16%
PAG
30
Private Advisor Group
New Jersey
$9.77M +$8.12M +172,304 +480%
ML
31
McAdam LLC
Pennsylvania
$9.36M +$592K +12,566 +7%
Ameriprise
32
Ameriprise
Minnesota
$9.34M -$1.21M -25,600 -11%
AWE
33
Avidian Wealth Enterprises
Texas
$9.08M +$8.6M +182,523 +1,643%
FC
34
Financial Consulate
Maryland
$8.26M +$8.29M +176,031 New
GC
35
Guggenheim Capital
Illinois
$8.22M -$1.61M -34,207 -16%
SMM
36
Stadion Money Management
Georgia
$7.19M +$621K +13,173 +9%
LFAS
37
Level Four Advisory Services
Texas
$6.63M +$6.06M +128,547 +1,017%
ACM
38
AlphaStar Capital Management
North Carolina
$6.6M +$2.2M +46,646 +51%
AF
39
Advisornet Financial
Minnesota
$6.52M -$221K -4,690 -3%
LWS
40
Lucia Wealth Services
California
$6.36M +$2.96M +62,852 +87%
SRSA
41
S.R. Schill & Associates
Washington
$6.28M +$504K +10,694 +9%
CF
42
Centaurus Financial
California
$5.93M +$4.91M +104,157 +468%
Citadel Advisors
43
Citadel Advisors
Florida
$5.89M +$3.64M +77,152 +159%
WCA
44
Westover Capital Advisors
Delaware
$5.51M +$33.4K +708 +0.6%
WOSD
45
WFA of San Diego
California
$5.46M +$6.61M +140,311 New
SWM
46
SeaCrest Wealth Management
New York
$5.33M +$888K +18,851 +20%
WP
47
WealthSource Partners
California
$5.22M -$7.11M -150,895 -58%
FF
48
Friedenthal Financial
New Jersey
$5.1M +$4.08M +86,620 +1,112%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$4.77M +$1.78M +37,704 +59%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$4.74M +$2.28M +48,455 +92%