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State Street SPDR Portfolio Long Term Treasury ETF

181 hedge funds and large institutions have $1.29B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 29

27% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 51

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

16% more funds holding

Funds holding: 156181 (+25)

1.5% more ownership

Funds ownership: 68.24%69.74% (+1.5%)

1% less capital invested

Capital invested by funds: $1.31B → $1.29B (-$17M)

Holders
181
Holders Change
+25
Holders Change %
+16.03%
% of All Funds
3.57%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.37%
New
55
Increased
65
Reduced
51
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
51
SCS Capital Management
Massachusetts
$2.97M -$481K -12,033 -14%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$2.89M +$527K +13,182 +22%
TFA
53
Teamwork Financial Advisors
Texas
$2.87M +$2.95M +73,783 New
G
54
Gainplan
Michigan
$2.73M +$142K +3,564 +5%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$2.7M +$614K +15,353 +28%
KWM
56
Kingsview Wealth Management
Oregon
$2.59M +$441K +11,045 +20%
SA
57
Strategic Advisors
New York
$2.53M +$72.9K +1,824 +3%
SWIG
58
Strategic Wealth Investment Group
Kentucky
$2.52M +$2.59M +64,774 New
GCA
59
Genesee Capital Advisors
New York
$2.45M +$61.6K +1,541 +3%
CBFP
60
Cedar Brook Financial Partners
Ohio
$2.34M +$1.15M +28,743 +91%
CWM
61
Centric Wealth Management
Illinois
$2.32M -$146K -3,651 -6%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$2.32M +$415K +10,380 +21%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$2.12M -$1.63M -40,883 -43%
AC
64
Alexandria Capital
Virginia
$1.97M +$77.1K +1,929 +4%
AWA
65
Arete Wealth Advisors
Illinois
$1.96M +$2.01M +50,384 New
CAN
66
Cetera Advisor Networks
California
$1.93M +$777K +19,453 +64%
CL
67
Cabana LLC
Arkansas
$1.92M -$851K -21,285 -30%
BFA
68
Beaumont Financial Advisors
Massachusetts
$1.79M -$703K -17,577 -28%
C1AG
69
Client 1st Advisory Group
Florida
$1.73M +$1.78M +44,617 New
SLWS
70
Swaine & Leidel Wealth Services
Florida
$1.55M -$11.6K -289 -0.7%
IA
71
IndexIQ Advisors
New York
$1.41M +$1.43M +35,771 +7,579%
EIA
72
Eldridge Investment Advisors
New Hampshire
$1.41M +$1.45M +36,169 New
PRS
73
Pinkerton Retirement Specialists
Idaho
$1.39M -$91.6K -2,292 -6%
CA
74
Cetera Advisors
Colorado
$1.39M -$2.24M -56,154 -61%
Stifel Financial
75
Stifel Financial
Missouri
$1.38M +$529K +13,244 +59%