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State Street SPDR Portfolio Long Term Treasury ETF

226 hedge funds and large institutions have $2.42B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 93 increasing their positions, 52 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

79% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 52

12% more funds holding

Funds holding: 202226 (+24)

9% more capital invested

Capital invested by funds: $2.22B → $2.42B (+$208M)

0.12% less ownership

Funds ownership: 85.94%85.82% (-0.12%)

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
226
Holders Change
+24
Holders Change %
+11.88%
% of All Funds
4%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.28%
New
61
Increased
93
Reduced
52
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
51
Islay Capital Management
Texas
$4.6M -$187K -4,112 -4%
GCA
52
Genesee Capital Advisors
New York
$4.54M +$838K +18,443 +22%
FHA
53
Flagship Harbor Advisors
Massachusetts
$4.31M +$2.23M +49,147 +106%
KWM
54
Kingsview Wealth Management
Oregon
$4.11M +$559K +12,300 +16%
WP
55
WealthSource Partners
California
$4.06M -$1.15M -25,356 -22%
OIA
56
OneDigital Investment Advisors
Kansas
$4.05M +$574K +12,634 +16%
GC
57
Guggenheim Capital
Illinois
$4.04M -$1.97M -43,296 -33%
AWA
58
Arete Wealth Advisors
Illinois
$3.94M -$8.91K -196 -0.2%
BA
59
BCM Advisors
Louisiana
$3.75M +$168K +3,690 +5%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$3.73M +$1.4M +30,881 +60%
CCFM
61
Clear Creek Financial Management
Washington
$3.62M +$3.65M +80,266 New
SA
62
Strategic Advisors
New York
$3.58M +$380K +8,354 +11%
AWM
63
AE Wealth Management
Kansas
$3.56M +$1.09M +23,970 +44%
MIAN
64
Mariner Independent Advisor Network
Kansas
$3.53M +$3.56M +78,299 New
AC
65
Alexandria Capital
Virginia
$3.45M +$2.36M +52,002 +212%
WCM
66
Wealthcare Capital Management
Virginia
$3.38M -$47.7K -1,050 -1%
5L
67
55I LLC
Massachusetts
$3.28M -$2.13M -46,846 -39%
FAIM
68
Financial Advocates Investment Management
Washington
$3.2M +$5.46M +120,085 New
SFS
69
Sowell Financial Services
Arkansas
$3.15M -$478K -10,519 -13%
TFA
70
Teamwork Financial Advisors
Texas
$3.01M +$27.9K +614 +0.9%
PWS
71
Private Wealth Strategies
Ohio
$2.95M +$232K +5,097 +8%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$2.85M -$714K -15,713 -20%
SHWM
73
Silicon Hills Wealth Management
Texas
$2.43M -$91.5K -2,014 -4%
CAN
74
Cetera Advisor Networks
California
$2.25M +$294K +6,466 +15%
TA
75
TrueWealth Advisors
Alabama
$2.16M +$2.26M +49,829 New