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State Street SPDR Portfolio Long Term Treasury ETF

226 hedge funds and large institutions have $2.42B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 93 increasing their positions, 52 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

79% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 52

12% more funds holding

Funds holding: 202226 (+24)

9% more capital invested

Capital invested by funds: $2.22B → $2.42B (+$208M)

0.12% less ownership

Funds ownership: 85.94%85.82% (-0.12%)

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
226
Holders Change
+24
Holders Change %
+11.88%
% of All Funds
4%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.28%
New
61
Increased
93
Reduced
52
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
76
V Wealth Advisors
Kansas
$2.12M +$2.13M +46,884 New
SW
77
SteelPeak Wealth
California
$2.01M +$2.02M +44,545 New
CW
78
CreativeOne Wealth
Kansas
$2.01M -$463K -10,184 -19%
FF
79
Friedenthal Financial
New Jersey
$1.94M +$352K +7,757 +37%
CFG
80
Cooper Financial Group
California
$1.78M +$143K +3,143 +9%
PAG
81
Private Advisor Group
New Jersey
$1.73M -$5.74M -126,303 -77%
CIAS
82
CFS Investment Advisory Services
New Jersey
$1.54M +$1.55M +34,097 New
MCM
83
Model Capital Management
Massachusetts
$1.43M -$3.54K -78 -0.2%
SMG
84
Smart Money Group
Texas
$1.42M +$55.2K +1,214 +4%
BFA
85
Beaumont Financial Advisors
Massachusetts
$1.38M +$1.39M +30,626 New
C1AG
86
Client 1st Advisory Group
Florida
$1.14M +$69.7K +1,533 +6%
JP Morgan Chase
87
JP Morgan Chase
New York
$1.12M +$377K +8,306 +50%
NA
88
NewEdge Advisors
Louisiana
$1.11M +$605K +13,311 +117%
HGWM
89
Horst & Graben Wealth Management
Oregon
$1.09M +$270K +5,941 +33%
EWM
90
Echo Wealth Management
Minnesota
$1.03M +$1.04M +22,903 New
CWA
91
Clearview Wealth Advisors
Oregon
$1.03M +$1.03M +22,764 New
GWM
92
Geneos Wealth Management
Colorado
$1.02M -$505K -11,112 -30%
OAM
93
Optimal Asset Management
California
$990K +$346K +7,611 +53%
IF
94
Intrua Financial
Texas
$979K +$269K +5,925 +38%
CA
95
Cetera Advisors
Colorado
$968K -$24.8K -546 -2%
MML Investors Services
96
MML Investors Services
Massachusetts
$946K +$165K +3,627 +21%
Citadel Advisors
97
Citadel Advisors
Florida
$920K -$7.54M -165,982 -89%
ATPW
98
Ashton Thomas Private Wealth
Arizona
$906K +$135K +2,972 +17%
RA
99
RFG Advisory
Alabama
$888K -$329K -7,237 -26%
BCM
100
Beaumont Capital Management
Massachusetts
$888K +$894K +19,666 New