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State Street SPDR Portfolio Long Term Treasury ETF

204 hedge funds and large institutions have $1.43B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 56 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 31

13% more funds holding

Funds holding: 181204 (+23)

11% more capital invested

Capital invested by funds: $1.29B → $1.43B (+$138M)

1.31% more ownership

Funds ownership: 69.74%71.05% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

24% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 74

Holders
204
Holders Change
+23
Holders Change %
+12.71%
% of All Funds
4.5%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
57
Increased
56
Reduced
74
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFPWM
76
Leicht Financial Planning & Wealth Management
New Jersey
$1.68M +$1.19M +27,824 +359%
First Trust Advisors
77
First Trust Advisors
Illinois
$1.6M +$1.45M +33,957 New
SMG
78
Smart Money Group
Texas
$1.43M +$65.8K +1,539 +5%
CW
79
CreativeOne Wealth
Kansas
$1.42M +$51.9K +1,214 +4%
OMC
80
Old Mission Capital
Illinois
$1.36M +$1.23M +28,867 New
RA
81
RFG Advisory
Alabama
$1.32M +$439K +10,276 +58%
HGWM
82
Horst & Graben Wealth Management
Oregon
$1.21M +$1.1M +25,683 New
GVAG
83
Great Valley Advisor Group
Delaware
$1.1M +$994K +23,244 New
CA
84
Cetera Advisors
Colorado
$1.09M -$533K -12,464 -35%
CF
85
Centaurus Financial
California
$1.05M +$951K +22,245 New
RCA
86
Rowland Carmichael Advisors
Arizona
$976K -$217K -5,063 -20%
IA
87
IndexIQ Advisors
New York
$920K -$717K -16,778 -46%
MD
88
Money Design
Japan
$900K +$361K +8,447 +80%
MA
89
Mutual Advisors
Nebraska
$881K -$107K -2,506 -12%
VFM
90
Vivid Financial Management
California
$871K +$8.21K +192 +1%
HF
91
HRT Financial
New York
$864K +$783K +18,300 New
GWM
92
Geneos Wealth Management
Colorado
$797K -$138K -3,224 -16%
PG
93
Prostatis Group
Maryland
$767K +$369K +8,630 +113%
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$750K +$356K +8,328 +110%
RF
95
RHS Financial
California
$727K -$94.1K -2,201 -13%
SW
96
SkyOak Wealth
Michigan
$726K +$657K +15,359 New
GIA
97
Gladstone Institutional Advisory
Florida
$716K +$648K +15,165 New
PAG
98
Pinnacle Advisory Group
Maryland
$713K -$281K -6,563 -30%
EH
99
Equitable Holdings
New York
$709K +$642K +15,007 New
AFP
100
Ausdal Financial Partners
Iowa
$666K -$34.2K -800 -5%