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State Street SPDR Portfolio Long Term Treasury ETF

202 hedge funds and large institutions have $2.22B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 74 increasing their positions, 66 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $1.9B → $2.22B (+$313M)

13% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 38

12% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 66

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

5.07% more ownership

Funds ownership: 80.87%85.94% (+5.1%)

1% more funds holding

Funds holding: 200202 (+2)

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
4.08%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.4%
New
43
Increased
74
Reduced
66
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
Tradewinds Capital Management
Washington
$12.7M -$3.51M -73,889 -21%
Citigroup
27
Citigroup
New York
$11.1M -$946K -19,945 -8%
Wells Fargo
28
Wells Fargo
California
$11M -$31.2M -657,356 -74%
ML
29
McAdam LLC
Pennsylvania
$10.1M +$825K +17,389 +9%
ACM
30
AlphaStar Capital Management
North Carolina
$8.77M +$2.46M +51,858 +37%
FC
31
Financial Consulate
Maryland
$8.76M +$537K +11,315 +6%
Citadel Advisors
32
Citadel Advisors
Florida
$8.71M +$2.88M +60,733 +48%
Ameriprise
33
Ameriprise
Minnesota
$8.5M -$727K -15,333 -8%
KP
34
Keel Point
Alabama
$8.17M -$2M -42,224 -19%
CBFP
35
Cedar Brook Financial Partners
Ohio
$7.84M +$3.4M +71,738 +75%
PAG
36
Private Advisor Group
New Jersey
$7.7M -$2.07M -43,695 -21%
Morgan Stanley
37
Morgan Stanley
New York
$7.63M -$5.38M -113,499 -41%
SMM
38
Stadion Money Management
Georgia
$7.6M +$443K +9,342 +6%
AWE
39
Avidian Wealth Enterprises
Texas
$6.82M -$2.26M -47,673 -25%
LWS
40
Lucia Wealth Services
California
$6.8M +$473K +9,976 +7%
LFAS
41
Level Four Advisory Services
Texas
$6.76M +$167K +3,521 +2%
LWA
42
Lenox Wealth Advisors
New York
$6.59M +$6.69M +140,994 New
GC
43
Guggenheim Capital
Illinois
$6.21M -$2.02M -42,513 -24%
SRSA
44
S.R. Schill & Associates
Washington
$6.15M -$106K -2,229 -2%
SWM
45
SeaCrest Wealth Management
New York
$5.88M +$585K +12,323 +11%
5L
46
55I LLC
Massachusetts
$5.59M +$4.32M +91,009 +319%
WCA
47
Westover Capital Advisors
Delaware
$5.56M +$72.2K +1,521 +1%
WP
48
WealthSource Partners
California
$5.39M +$194K +4,088 +4%
ICM
49
Islay Capital Management
Texas
$4.95M +$1.71M +35,950 +51%
APA
50
American Portfolios Advisors
New York
$4.9M +$287K +6,055 +6%