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State Street SPDR Portfolio Long Term Treasury ETF

200 hedge funds and large institutions have $1.9B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 55

33% more capital invested

Capital invested by funds: $1.43B → $1.9B (+$475M)

9.82% more ownership

Funds ownership: 71.05%80.87% (+9.8%)

2% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 42

2% less funds holding

Funds holding: 204200 (-4)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

Holders
200
Holders Change
-4
Holders Change %
-1.96%
% of All Funds
4.1%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.37%
New
41
Increased
86
Reduced
55
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
51
American Portfolios Advisors
New York
$4.63M +$118K +2,496 +3%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$4.53M +$437K +9,281 +11%
CBFP
53
Cedar Brook Financial Partners
Ohio
$4.5M +$737K +15,636 +19%
IA
54
IFG Advisory
Georgia
$4.4M +$4.42M +93,795 New
FHA
55
Flagship Harbor Advisors
Massachusetts
$4.36M +$1.37M +29,030 +45%
BIP
56
Blueprint Investment Partners
North Carolina
$4.2M +$4.22M +89,561 New
VFA
57
Voya Financial Advisors
Connecticut
$4.08M +$3.84M +81,441 +1,610%
BA
58
BCM Advisors
Louisiana
$4.08M +$705K +14,967 +21%
SFS
59
Sowell Financial Services
Arkansas
$4.08M +$1.15M +24,404 +39%
AWA
60
Arete Wealth Advisors
Illinois
$3.8M -$1.26M -26,656 -25%
OIA
61
OneDigital Investment Advisors
Kansas
$3.63M +$556K +11,811 +18%
GCA
62
Genesee Capital Advisors
New York
$3.6M -$53K -1,124 -1%
WCM
63
Wealthcare Capital Management
Virginia
$3.57M -$11K -233 -0.3%
PWM
64
Paulson Wealth Management
Illinois
$3.43M +$58.8K +1,248 +2%
CWM
65
Centric Wealth Management
Illinois
$3.4M +$431K +9,138 +14%
ICM
66
Islay Capital Management
Texas
$3.29M +$1.54M +32,765 +88%
KWM
67
Kingsview Wealth Management
Oregon
$3.26M +$578K +12,259 +21%
GM
68
GeoWealth Management
Illinois
$3.21M +$3.22M +68,323 New
BAM
69
BTS Asset Management
Massachusetts
$3.07M +$3.09M +65,592 New
GLA
70
Good Life Advisors
Pennsylvania
$3.01M -$75.4K -1,600 -2%
TFA
71
Teamwork Financial Advisors
Texas
$2.82M +$941K +19,971 +50%
SHWM
72
Silicon Hills Wealth Management
Texas
$2.65M +$126K +2,673 +5%
PWS
73
Private Wealth Strategies
Ohio
$2.43M -$576K -12,230 -19%
MD
74
Money Design
Japan
$2.39M +$1.5M +31,912 +167%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$2.13M -$1.31M -27,788 -38%