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State Street SPDR Portfolio Long Term Treasury ETF

133 hedge funds and large institutions have $1.13B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 19

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

34% more capital invested

Capital invested by funds: $844M → $1.13B (+$286M)

33% more funds holding

Funds holding: 100133 (+33)

4.71% less ownership

Funds ownership: 77.83%73.11% (-4.7%)

16% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 38

Holders
133
Holders Change
+33
Holders Change %
+33%
% of All Funds
2.96%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
53
Increased
32
Reduced
38
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FGC
101
Financial Gravity Companies
Texas
$165K +$158K +4,745 New
AIS
102
Accurate Investment Solutions
Pennsylvania
$150K +$2.14K +64 +2%
AF
103
Advisornet Financial
Minnesota
$110K -$25.8K -772 -20%
PFBT
104
Parkside Financial Bank & Trust
Missouri
$105K -$10.1K -304 -9%
LFG
105
LifePlan Financial Group
Ohio
$101K
OIA
106
OneDigital Investment Advisors
Kansas
$83K +$78.9K +2,363 New
MOS
107
MGO One Seven
Ohio
$69K +$66.3K +1,985 New
PCG
108
Private Capital Group
Connecticut
$53K +$2.77K +83 +6%
GWMIA
109
Global Wealth Management Investment Advisory
Florida
$39K +$37.2K +1,116 New
Citigroup
110
Citigroup
New York
$34K +$11K +329 +51%
PFGIA
111
Patriot Financial Group Insurance Agency
Massachusetts
$33K +$19.6K +586 +163%
SFA
112
Semmax Financial Advisors
North Carolina
$33K +$31.3K +937 New
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$32K +$11.3K +340 +59%
JWA
114
JFS Wealth Advisors
Pennsylvania
$11K +$10.4K +313 New
NFG
115
Next Financial Group
Texas
$10K +$8.14K +244 +659%
MD
116
Money Design
Japan
$10K +$9.28K +278 New
SIS
117
Sound Income Strategies
Florida
$9K +$8.38K +251 New
William Blair & Company
118
William Blair & Company
Illinois
$8K +$3.64K +109 New
FPB
119
First PREMIER Bank
South Dakota
$8K +$7.38K +221 New
TFA
120
Transamerica Financial Advisors
Florida
$6K -$1.3K -39 -19%
WAP
121
Wealthcare Advisory Partners
Pennsylvania
$5K
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$4K
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$4K +$1.2K +36 +55%
VCM
124
Versant Capital Management
Arizona
$3K +$33 +1 +1%
AIC
125
Archer Investment Corporation
Indiana
$3K +$3.27K +98 New