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State Street SPDR Portfolio Long Term Treasury ETF

133 hedge funds and large institutions have $1.13B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 19

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

34% more capital invested

Capital invested by funds: $844M → $1.13B (+$286M)

33% more funds holding

Funds holding: 100133 (+33)

4.71% less ownership

Funds ownership: 77.83%73.11% (-4.7%)

16% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 38

Holders
133
Holders Change
+33
Holders Change %
+33%
% of All Funds
2.96%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
53
Increased
32
Reduced
38
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
51
Atria Investments
North Carolina
$1.67M -$3.91M -117,211 -71%
B
52
Bailard
California
$1.65M -$11.2K -336 -0.7%
FI
53
FormulaFolio Investments
Michigan
$1.64M
CWM
54
Centric Wealth Management
Illinois
$1.57M +$1.5M +44,917 New
BCMIO
55
Beacon Capital Management Inc (Ohio)
Ohio
$1.34M +$1.28M +38,300 New
AII
56
AGF Investments Inc
Ontario, Canada
$1.32M -$187K -5,597 -13%
WP
57
WealthSource Partners
California
$1.12M +$25.9K +775 +2%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$1.07M +$696K +20,855 +212%
LPWM
59
Lake Point Wealth Management
Texas
$1.03M +$981K +29,384 New
PAG
60
Pinnacle Advisory Group
Maryland
$980K +$400K +11,994 +75%
SWP
61
Strategic Wealth Partners
Ohio
$975K +$925K +27,725 New
LS
62
Lattice Strategies
Pennsylvania
$948K
IA
63
IndexIQ Advisors
New York
$937K +$649K +19,442 +267%
FF
64
Friedenthal Financial
New Jersey
$853K +$813K +24,355 New
BHWM
65
Bay Harbor Wealth Management
Maryland
$830K +$791K +23,687 New
ACM
66
AlphaStar Capital Management
North Carolina
$804K -$194K -5,805 -20%
FIMG
67
Financial & Investment Management Group
Michigan
$752K -$3.26M -97,750 -82%
W
68
WealthOne
New York
$723K +$689K +20,629 New
I2I
69
Insight 2811 Inc
Illinois
$608K -$55.2K -1,653 -9%
CFGS
70
Concourse Financial Group Securities
Alabama
$539K +$257K +7,713 +100%
UBS Group
71
UBS Group
Switzerland
$483K -$9.76M -292,394 -95%
AWM
72
AE Wealth Management
Kansas
$480K -$48.8K -1,462 -10%
SS
73
Simplicity Solutions
Minnesota
$480K -$2.04K -61 -0.4%
PWM
74
Paulson Wealth Management
Illinois
$477K +$459K +13,752 New
AWM
75
Affinity Wealth Management
Delaware
$460K +$438K +13,119 New