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State Street SPDR Portfolio Long Term Treasury ETF

202 hedge funds and large institutions have $2.22B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 74 increasing their positions, 66 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $1.9B → $2.22B (+$313M)

13% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 38

12% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 66

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

5.07% more ownership

Funds ownership: 80.87%85.94% (+5.1%)

1% more funds holding

Funds holding: 200202 (+2)

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
4.08%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.4%
New
43
Increased
74
Reduced
66
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
AE Wealth Management
Kansas
$2.57M -$7.8M -164,477 -75%
CW
77
CreativeOne Wealth
Kansas
$2.56M +$760K +16,027 +41%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$2.42M +$298K +6,278 +14%
CFA
79
Carroll Financial Associates
North Carolina
$2.35M +$2.38M +50,266 New
FHA
80
Flagship Harbor Advisors
Massachusetts
$2.16M -$2.21M -46,550 -50%
CAN
81
Cetera Advisor Networks
California
$2.03M +$648K +13,657 +46%
GWM
82
Geneos Wealth Management
Colorado
$1.75M +$865K +18,226 +97%
CFG
83
Cooper Financial Group
California
$1.7M +$71.1K +1,498 +4%
MCM
84
Model Capital Management
Massachusetts
$1.45M +$1.51M +31,793 New
SMG
85
Smart Money Group
Texas
$1.41M +$19.3K +407 +1%
RA
86
RFG Advisory
Alabama
$1.3M -$209K -4,416 -14%
FF
87
Friedenthal Financial
New Jersey
$1.26M -$3.47M -73,171 -78%
VWA
88
Visionary Wealth Advisors
Illinois
$1.23M -$140K -2,953 -10%
AC
89
Alexandria Capital
Virginia
$1.14M +$589K +12,420 +103%
C1AG
90
Client 1st Advisory Group
Florida
$1.1M -$318K -6,713 -21%
CA
91
Cetera Advisors
Colorado
$1.03M -$236K -4,974 -18%
VFM
92
Vivid Financial Management
California
$925K +$2.66K +56 +0.3%
HGWM
93
Horst & Graben Wealth Management
Oregon
$848K +$177K +3,723 +26%
FAAS
94
First Allied Advisory Services
California
$816K +$191K +4,029 +30%
MML Investors Services
95
MML Investors Services
Massachusetts
$811K -$176K -3,720 -18%
ATPW
96
Ashton Thomas Private Wealth
Arizona
$800K +$812K +17,107 New
JP Morgan Chase
97
JP Morgan Chase
New York
$782K +$787K +16,595 New
IF
98
Intrua Financial
Texas
$714K +$748K +15,773 New
IDA
99
Intelligence Driven Advisers
California
$673K +$683K +14,399 New
OAM
100
Optimal Asset Management
California
$670K -$322K -6,783 -32%