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State Street SPDR Portfolio Long Term Treasury ETF

226 hedge funds and large institutions have $2.42B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 93 increasing their positions, 52 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

79% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 52

12% more funds holding

Funds holding: 202226 (+24)

9% more capital invested

Capital invested by funds: $2.22B → $2.42B (+$208M)

0.12% less ownership

Funds ownership: 85.94%85.82% (-0.12%)

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
226
Holders Change
+24
Holders Change %
+11.88%
% of All Funds
4%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.28%
New
61
Increased
93
Reduced
52
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$10.3M -$398K -8,761 -4%
CPC
27
Consolidated Planning Corp
Georgia
$9.91M +$9.98M +219,524 New
Morgan Stanley
28
Morgan Stanley
New York
$9.66M +$2.31M +50,854 +31%
FI
29
FormulaFolio Investments
Michigan
$9.57M -$14M -308,852 -59%
ACM
30
AlphaStar Capital Management
North Carolina
$9.46M +$1.22M +26,914 +14%
BlackRock
31
BlackRock
New York
$9.02M -$15.5M -342,020 -63%
AWE
32
Avidian Wealth Enterprises
Texas
$8.61M +$2.04M +44,848 +31%
SMM
33
Stadion Money Management
Georgia
$7.82M +$485K +10,676 +7%
Wells Fargo
34
Wells Fargo
California
$7.71M -$2.91M -64,026 -27%
KP
35
Keel Point
Alabama
$7.58M -$311K -6,849 -4%
LFAS
36
Level Four Advisory Services
Texas
$6.94M +$411K +9,045 +6%
CBFP
37
Cedar Brook Financial Partners
Ohio
$6.75M -$824K -18,131 -11%
FC
38
Financial Consulate
Maryland
$6.59M -$1.88M -41,301 -22%
GFG
39
Greystone Financial Group
Michigan
$6.27M +$6.69M +147,116 New
SWM
40
SeaCrest Wealth Management
New York
$6.14M +$469K +10,316 +8%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$6.09M +$1.48M +32,665 +32%
SRSA
42
S.R. Schill & Associates
Washington
$5.91M -$30.3K -666 -0.5%
MD
43
Money Design
Japan
$5.69M +$2.11M +46,504 +58%
TA
44
Tectonic Advisors
Texas
$5.52M +$5.56M +122,347 New
VFA
45
Voya Financial Advisors
Connecticut
$5.45M +$1.5M +32,995 +37%
WCA
46
Westover Capital Advisors
Delaware
$5.43M +$60K +1,320 +1%
APA
47
American Portfolios Advisors
New York
$5.06M +$339K +7,468 +7%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$5.03M +$377K +8,296 +8%
SS
49
Simplicity Solutions
Minnesota
$4.8M +$690K +15,191 +17%
1WM
50
1900 Wealth Management
Texas
$4.64M +$4.67M +102,736 New