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State Street SPDR Portfolio Long Term Treasury ETF

100 hedge funds and large institutions have $844M invested in State Street SPDR Portfolio Long Term Treasury ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 22

13% more capital invested

Capital invested by funds: $745M → $844M (+$98.9M)

0% more funds holding

Funds holding: 100100 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

3.66% less ownership

Funds ownership: 81.49%77.83% (-3.7%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
100
Holders Change
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
20
Increased
49
Reduced
22
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
76
Financial Gravity Asset Management
Texas
$156K +$164K +4,745 New
AIS
77
Accurate Investment Solutions
Pennsylvania
$143K +$21.4K +618 +17%
SFM
78
Signet Financial Management
New Jersey
$133K -$32.5K -941 -19%
AF
79
Advisornet Financial
Minnesota
$132K +$16.2K +470 +14%
PFBT
80
Parkside Financial Bank & Trust
Missouri
$112K +$3.8K +110 +3%
LFG
81
LifePlan Financial Group
Ohio
$98K -$957K -27,688 -91%
CFD
82
Creative Financial Designs
Indiana
$64K +$484 +14 +0.7%
PCG
83
Private Capital Group
Connecticut
$48K -$64.3K -1,860 -56%
Citigroup
84
Citigroup
New York
$22K +$9.85K +285 +79%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$20K +$19K +550 +1,964%
PWAG
86
Polaris Wealth Advisory Group
California
$19K +$19.9K +576 New
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$17K +$17.3K +501 New
ADL
88
Asset Dedication LLC
California
$14K +$14.4K +418 New
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$12.4K +359 New
TFA
90
Transamerica Financial Advisors
Florida
$8K
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$5K
Fidelity Investments
92
Fidelity Investments
Massachusetts
$5K +$5.18K +150 New
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$4K
CAG
94
Csenge Advisory Group
Florida
$4K +$4.36K +126 New
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$2K -$588 -17 -21%
VCM
96
Versant Capital Management
Arizona
$2K +$2.94K +85 New
NFG
97
Next Financial Group
Texas
$1K +$1.28K +37 New
APA
98
American Portfolios Advisors
New York
$135
FFM
99
Fullerton Fund Management
Singapore
-$3.38M -96,640 Closed
BTS
100
BB&T Securities
Virginia
-$2.74M -78,117 Closed