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State Street SPDR Portfolio Long Term Treasury ETF

144 hedge funds and large institutions have $1.25B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 36

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

11% more capital invested

Capital invested by funds: $1.13B → $1.25B (+$124M)

8% more funds holding

Funds holding: 133144 (+11)

0.88% more ownership

Funds ownership: 73.11%73.99% (+0.88%)

Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
3.12%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
32
Increased
65
Reduced
36
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
I2I
76
Insight 2811 Inc
Illinois
$557K -$71.7K -2,046 -12%
RF
77
RHS Financial
California
$554K +$300K +8,574 +129%
BTS
78
BB&T Securities
Virginia
$493K +$244K +6,961 +106%
KLC
79
Knowledge Leaders Capital
Colorado
$492K +$474K +13,522 New
IA
80
IndexIQ Advisors
New York
$471K -$483K -13,791 -52%
Millennium Management
81
Millennium Management
New York
$427K +$411K +11,726 New
AWM
82
Affinity Wealth Management
Delaware
$417K -$57.8K -1,650 -13%
VF
83
Virtu Financial
New York
$413K +$161K +4,597 +68%
BHWM
84
Bay Harbor Wealth Management
Maryland
$406K -$439K -12,523 -53%
BFG
85
Barber Financial Group
Kansas
$401K +$386K +11,007 New
WS
86
Wedbush Securities
California
$395K +$380K +10,843 New
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$385K +$371K +10,591 New
AWS
88
AJ Wealth Strategies
New York
$377K
UBS Group
89
UBS Group
Switzerland
$374K -$123K -3,506 -25%
RA
90
Rational Advisors
New York
$355K +$342K +9,756 New
GG
91
GenWealth Group
New Jersey
$329K
RA
92
RFG Advisory
Alabama
$328K +$79.3K +2,263 +32%
AAS
93
Annex Advisory Services
Wisconsin
$328K +$315K +9,000 New
SS
94
Simplicity Solutions
Minnesota
$327K -$165K -4,720 -34%
AWM
95
AE Wealth Management
Kansas
$318K -$173K -4,949 -36%
WP
96
WealthSource Partners
California
$299K -$832K -23,752 -74%
CBFP
97
Cedar Brook Financial Partners
Ohio
$291K +$281K +8,009 New
FT
98
Fiduciary Trust
Massachusetts
$266K +$31.7K +906 +14%
SF
99
Synovus Financial
Georgia
$265K +$73.2K +2,090 +40%
TPA
100
Trivium Point Advisory
Connecticut
$253K +$244K +6,953 New