We are live on ! Find out more
SPTL icon

State Street SPDR Portfolio Long Term Treasury ETF

144 hedge funds and large institutions have $1.25B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 36

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

11% more capital invested

Capital invested by funds: $1.13B → $1.25B (+$124M)

8% more funds holding

Funds holding: 133144 (+11)

0.88% more ownership

Funds ownership: 73.11%73.99% (+0.88%)

Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
3.12%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
32
Increased
65
Reduced
36
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Paulson Wealth Management
Illinois
$2.27M +$1.7M +48,531 +353%
FWM
52
Frontier Wealth Management
Missouri
$2.15M +$398K +11,372 +24%
KWM
53
Kingsview Wealth Management
Oregon
$2.02M +$224K +6,384 +13%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1.94M +$793K +22,634 +74%
CWM
55
Centric Wealth Management
Illinois
$1.89M +$248K +7,073 +16%
APC
56
Aspire Private Capital
North Carolina
$1.83M -$839K -23,957 -32%
Renaissance Technologies
57
Renaissance Technologies
New York
$1.78M +$1.71M +48,900 New
CCM
58
Canal Capital Management
Virginia
$1.66M +$1.59M +45,478 New
KP
59
Keel Point
Alabama
$1.37M -$687K -19,601 -34%
RJA
60
Raymond James & Associates
Florida
$1.22M -$751K -21,420 -39%
LS
61
Lattice Strategies
Pennsylvania
$1.15M +$160K +4,570 +17%
AF
62
Advisornet Financial
Minnesota
$1.14M +$987K +28,166 +897%
ECA
63
Elevated Capital Advisors
Utah
$1.11M +$810K +23,127 New
SBL
64
Sargent Bickham Lagudis
Colorado
$1M -$4.9M -139,923 -84%
AII
65
AGF Investments Inc
Ontario, Canada
$1M -$361K -10,302 -27%
SFS
66
Sowell Financial Services
Arkansas
$956K +$596K +17,009 +184%
ACM
67
AlphaStar Capital Management
North Carolina
$858K +$22.2K +635 +3%
PAG
68
Pinnacle Advisory Group
Maryland
$835K -$175K -5,003 -18%
W
69
WealthOne
New York
$825K +$72K +2,054 +10%
BCMIO
70
Beacon Capital Management Inc (Ohio)
Ohio
$714K -$654K -18,671 -49%
OAM
71
Occidental Asset Management
California
$656K +$291K +8,292 +85%
CAN
72
Cetera Advisor Networks
California
$620K +$372K +10,610 +167%
CFGS
73
Concourse Financial Group Securities
Alabama
$573K +$12.6K +361 +2%
GWM
74
Geneos Wealth Management
Colorado
$567K +$94K +2,683 +21%
CW
75
CreativeOne Wealth
Kansas
$562K +$128K +3,667 +31%