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State Street SPDR Portfolio Long Term Treasury ETF

200 hedge funds and large institutions have $1.9B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 55

33% more capital invested

Capital invested by funds: $1.43B → $1.9B (+$475M)

9.82% more ownership

Funds ownership: 71.05%80.87% (+9.8%)

2% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 42

2% less funds holding

Funds holding: 204200 (-4)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

Holders
200
Holders Change
-4
Holders Change %
-1.96%
% of All Funds
4.1%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.37%
New
41
Increased
86
Reduced
55
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
76
Cabana LLC
Arkansas
$2.01M +$5.89K +125 +0.3%
AI
77
Atria Investments
North Carolina
$1.99M +$1.66M +35,247 +486%
EWM
78
Executive Wealth Management
Michigan
$1.87M +$8.29K +176 +0.4%
IA
79
IFP Advisors
Florida
$1.83M -$453K -9,614 -20%
CW
80
CreativeOne Wealth
Kansas
$1.81M +$407K +8,647 +29%
SIA
81
Strategic Investment Advisors
Michigan
$1.79M +$1.8M +38,209 New
OWA
82
Outlook Wealth Advisors
Texas
$1.66M +$1.67M +35,416 New
CFG
83
Cooper Financial Group
California
$1.63M -$2.13M -45,216 -56%
BFA
84
Beaumont Financial Advisors
Massachusetts
$1.63M +$1.64M +34,751 New
ECM
85
ETrade Capital Management
Virginia
$1.62M +$1.11M +23,474 +213%
C1AG
86
Client 1st Advisory Group
Florida
$1.52M -$701K -14,881 -32%
RA
87
RFG Advisory
Alabama
$1.51M +$197K +4,182 +15%
CAN
88
Cetera Advisor Networks
California
$1.4M -$505K -10,712 -26%
SMG
89
Smart Money Group
Texas
$1.4M -$20.6K -438 -1%
VWA
90
Visionary Wealth Advisors
Illinois
$1.37M +$758K +16,085 +123%
5L
91
55I LLC
Massachusetts
$1.34M +$800K +16,978 +147%
CA
92
Cetera Advisors
Colorado
$1.26M +$180K +3,810 +16%
APC
93
Aspire Private Capital
North Carolina
$1.08M +$1.09M +23,039 New
SCM
94
SCS Capital Management
Massachusetts
$1.05M -$760K -16,132 -42%
PG
95
Prostatis Group
Maryland
$1.01M +$247K +5,252 +32%
OAM
96
Optimal Asset Management
California
$991K +$412K +8,734 +70%
MML Investors Services
97
MML Investors Services
Massachusetts
$988K +$338K +7,166 +52%
VFM
98
Vivid Financial Management
California
$926K +$61.7K +1,309 +7%
GWM
99
Geneos Wealth Management
Colorado
$891K +$103K +2,191 +13%
ECA
100
Elevated Capital Advisors
Utah
$891K +$888K +18,838 New