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State Street SPDR Portfolio Long Term Treasury ETF

181 hedge funds and large institutions have $1.29B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 29

27% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 51

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

16% more funds holding

Funds holding: 156181 (+25)

1.5% more ownership

Funds ownership: 68.24%69.74% (+1.5%)

1% less capital invested

Capital invested by funds: $1.31B → $1.29B (-$17M)

Holders
181
Holders Change
+25
Holders Change %
+16.03%
% of All Funds
3.57%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.37%
New
55
Increased
65
Reduced
51
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
76
Ladenburg Thalmann Financial Services
Florida
$1.37M -$51.3K -1,284 -3%
ACP
77
Aveo Capital Partners
Colorado
$1.34M -$3M -75,160 -69%
LA
78
LVW Advisors
New York
$1.27M +$1.31M +32,671 New
RJA
79
Raymond James & Associates
Florida
$1.26M -$139K -3,470 -10%
SFS
80
Sowell Financial Services
Arkansas
$1.23M +$280K +7,004 +28%
CW
81
CreativeOne Wealth
Kansas
$1.12M +$126K +3,143 +12%
SMG
82
Smart Money Group
Texas
$1.11M +$1.15M +28,691 New
JP Morgan Chase
83
JP Morgan Chase
New York
$1.08M +$17.9K +448 +2%
RCA
84
Rowland Carmichael Advisors
Arizona
$1M +$266K +6,661 +35%
NFP
85
Narus Financial Partners
Utah
$846K +$123K +3,078 +16%
PAG
86
Pinnacle Advisory Group
Maryland
$842K -$21.9K -548 -2%
PA
87
Parallel Advisors
California
$836K +$859K +21,495 New
MA
88
Mutual Advisors
Nebraska
$822K +$82K +2,051 +11%
GG
89
GenWealth Group
New Jersey
$798K
GWM
90
Geneos Wealth Management
Colorado
$783K +$68.2K +1,707 +9%
VFM
91
Vivid Financial Management
California
$755K +$729K +18,240 New
AI
92
Atria Investments
North Carolina
$735K -$2.91M -72,769 -79%
RA
93
RFG Advisory
Alabama
$687K +$214K +5,361 +44%
RF
94
RHS Financial
California
$683K +$81.3K +2,034 +13%
LWS
95
Lucia Wealth Services
California
$648K +$310K +7,746 +87%
WCFA
96
Walkner Condon Financial Advisors
Wisconsin
$624K +$641K +16,048 New
AFP
97
Ausdal Financial Partners
Iowa
$605K -$601K -15,049 -51%
I2I
98
Insight 2811 Inc
Illinois
$573K -$5.75K -144 -1%
Citadel Advisors
99
Citadel Advisors
Florida
$562K +$35.5K +887 +7%
BAM
100
Belpointe Asset Management
Nevada
$468K +$38.3K +958 +9%