We are live on ! Find out more
SPTL icon

State Street SPDR Portfolio Long Term Treasury ETF

168 hedge funds and large institutions have $1.76B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 75 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 18

121% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 34

41% more capital invested

Capital invested by funds: $1.25B → $1.76B (+$509M)

17% more funds holding

Funds holding: 144168 (+24)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

0.29% less ownership

Funds ownership: 73.99%73.71% (-0.29%)

Holders
168
Holders Change
+24
Holders Change %
+16.67%
% of All Funds
3.65%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
47
Increased
75
Reduced
34
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
101
American Portfolios Advisors
New York
$592K +$534K +14,599 +1,592%
GTAM
102
Global Trust Asset Management
Florida
$543K +$520K +14,230 New
AFP
103
Ausdal Financial Partners
Iowa
$495K +$477K +13,053 New
CFGS
104
Concourse Financial Group Securities
Alabama
$480K -$116K -3,183 -20%
BFG
105
Beacon Financial Group
Texas
$460K +$440K +12,047 New
B
106
Bellecapital
Switzerland
$434K +$415K +11,364 New
AWM
107
Affinity Wealth Management
Delaware
$424K -$13K -355 -3%
WS
108
Wedbush Securities
California
$422K +$7.71K +211 +2%
NFP
109
Narus Financial Partners
Utah
$416K +$399K +10,909 New
BHWM
110
Bay Harbor Wealth Management
Maryland
$405K -$19.7K -539 -5%
AWS
111
AJ Wealth Strategies
New York
$396K
TPA
112
Trivium Point Advisory
Connecticut
$384K +$114K +3,112 +45%
RA
113
RFG Advisory
Alabama
$373K +$29.2K +799 +8%
TSS
114
Two Sigma Securities
New York
$365K +$350K +9,563 New
BAM
115
Belpointe Asset Management
Nevada
$360K +$345K +9,445 New
LWS
116
Lucia Wealth Services
California
$333K +$319K +8,729 New
US Bancorp
117
US Bancorp
Minnesota
$306K +$293K +8,018 New
HB
118
Homrich & Berg
Georgia
$304K +$291K +7,955 New
SF
119
Synovus Financial
Georgia
$287K +$9.03K +247 +3%
CAM
120
Concorde Asset Management
Michigan
$282K +$270K +7,391 New
LFG
121
LifePlan Financial Group
Ohio
$275K +$89K +2,435 +51%
SB
122
Suntrust Banks
Georgia
$267K +$282K +7,714 New
OAM
123
Occidental Asset Management
California
$264K -$407K -11,121 -62%
SIA
124
Strategic Investment Advisors
Michigan
$257K +$244K +6,680 New
JP Morgan Chase
125
JP Morgan Chase
New York
$251K