We are live on ! Find out more
SPTL icon

State Street SPDR Portfolio Long Term Treasury ETF

144 hedge funds and large institutions have $1.25B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 36

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

11% more capital invested

Capital invested by funds: $1.13B → $1.25B (+$124M)

8% more funds holding

Funds holding: 133144 (+11)

0.88% more ownership

Funds ownership: 73.11%73.99% (+0.88%)

Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
3.12%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
32
Increased
65
Reduced
36
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
101
Signet Financial Management
New Jersey
$249K +$245K +7,001 New
SG Americas Securities
102
SG Americas Securities
New York
$245K
JP Morgan Chase
103
JP Morgan Chase
New York
$239K
GCA
104
Genesee Capital Advisors
New York
$235K +$226K +6,444 New
JWS
105
Juncture Wealth Strategies
Arizona
$220K -$8.55K -244 -4%
LFG
106
LifePlan Financial Group
Ohio
$174K +$65.9K +1,881 +65%
FGAM
107
Financial Gravity Asset Management
Texas
$170K +$166K +4,745 New
AIS
108
Accurate Investment Solutions
Pennsylvania
$167K +$10.7K +304 +7%
NFG
109
Next Financial Group
Texas
$162K +$146K +4,177 +1,486%
NFH
110
NEXT Financial Holdings
Texas
$162K +$156K +4,458 New
PFBT
111
Parkside Financial Bank & Trust
Missouri
$113K +$4.17K +119 +4%
SWP
112
Strategic Wealth Partners
Ohio
$100K -$873K -24,925 -90%
OIA
113
OneDigital Investment Advisors
Kansas
$97K +$10.8K +309 +13%
SMG
114
Spectrum Management Group
Indiana
$57K -$166K -4,725 -75%
IA
115
IFP Advisors
Florida
$55K -$162K -4,620 -76%
PCG
116
Private Capital Group
Connecticut
$55K
PGA
117
Premia Global Advisors
Florida
$55K +$53.4K +1,525 New
PFGIA
118
Patriot Financial Group Insurance Agency
Massachusetts
$52K +$17K +486 +51%
CA
119
Cetera Advisors
Colorado
$51K +$49.5K +1,413 New
Citigroup
120
Citigroup
New York
$44K +$8.37K +239 +24%
LPWM
121
Lake Point Wealth Management
Texas
$41K -$992K -28,308 -96%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$38K +$30.3K +864 +1,630%
APA
123
American Portfolios Advisors
New York
$33.4K +$32.1K +917 New
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$33K
ASN
125
Advisory Services Network
Georgia
$32K +$28.8K +823 +1,247%