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State Street SPDR Portfolio Long Term Treasury ETF

202 hedge funds and large institutions have $2.22B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 74 increasing their positions, 66 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $1.9B → $2.22B (+$313M)

13% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 38

12% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 66

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

5.07% more ownership

Funds ownership: 80.87%85.94% (+5.1%)

1% more funds holding

Funds holding: 200202 (+2)

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
4.08%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.4%
New
43
Increased
74
Reduced
66
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$4.82M +$309K +6,505 +7%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$4.78M +$54.1K +1,141 +1%
IA
53
IFG Advisory
Georgia
$4.6M +$218K +4,590 +5%
CF
54
Centaurus Financial
California
$4.5M -$1.43M -30,204 -24%
SS
55
Simplicity Solutions
Minnesota
$4.26M -$7.76M -163,679 -64%
VFA
56
Voya Financial Advisors
Connecticut
$4.15M +$71.6K +1,509 +2%
AWA
57
Arete Wealth Advisors
Illinois
$4.07M +$303K +6,389 +8%
GCA
58
Genesee Capital Advisors
New York
$3.84M +$256K +5,398 +7%
SFS
59
Sowell Financial Services
Arkansas
$3.76M -$311K -6,549 -8%
MD
60
Money Design
Japan
$3.73M +$1.37M +28,880 +57%
AF
61
Advisornet Financial
Minnesota
$3.72M -$2.81M -59,340 -43%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$3.68M -$1.08M -22,789 -22%
KWM
63
Kingsview Wealth Management
Oregon
$3.68M +$439K +9,256 +13%
BA
64
BCM Advisors
Louisiana
$3.65M -$361K -7,610 -9%
OIA
65
OneDigital Investment Advisors
Kansas
$3.61M -$13.1K -277 -0.4%
WCM
66
Wealthcare Capital Management
Virginia
$3.55M -$2.47K -52 -0.1%
PWM
67
Paulson Wealth Management
Illinois
$3.51M +$92.4K +1,948 +3%
GLA
68
Good Life Advisors
Pennsylvania
$3.42M +$430K +9,073 +14%
SA
69
Strategic Advisors
New York
$3.38M +$3.51M +73,934 New
IA
70
IFP Advisors
Florida
$3.31M +$1.51M +31,872 +82%
TFA
71
Teamwork Financial Advisors
Texas
$3.09M +$285K +6,001 +10%
ECM
72
ETrade Capital Management
Virginia
$2.84M +$1.25M +26,320 +76%
PWS
73
Private Wealth Strategies
Ohio
$2.81M +$407K +8,579 +17%
SHWM
74
Silicon Hills Wealth Management
Texas
$2.61M -$26.8K -565 -1%
CWM
75
Centric Wealth Management
Illinois
$2.61M -$433K -9,138 -13%