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State Street SPDR Portfolio Long Term Treasury ETF

181 hedge funds and large institutions have $1.29B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 29

27% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 51

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

16% more funds holding

Funds holding: 156181 (+25)

1.5% more ownership

Funds ownership: 68.24%69.74% (+1.5%)

1% less capital invested

Capital invested by funds: $1.31B → $1.29B (-$17M)

Holders
181
Holders Change
+25
Holders Change %
+16.03%
% of All Funds
3.57%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.37%
New
55
Increased
65
Reduced
51
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
101
First Allied Advisory Services
California
$467K +$89.3K +2,235 +23%
WS
102
Wedbush Securities
California
$464K +$15.8K +396 +3%
AWM
103
Affinity Wealth Management
Delaware
$444K -$7.71K -193 -2%
WI
104
Wintrust Investments
Illinois
$418K +$429K +10,745 New
MD
105
Money Design
Japan
$417K +$11.8K +294 +3%
HR
106
Hayden Royal
North Carolina
$409K +$392K +9,805 New
AWS
107
AJ Wealth Strategies
New York
$403K
MFG
108
Menard Financial Group
Texas
$387K +$398K +9,964 New
NFG
109
Next Financial Group
Texas
$385K -$22.4K -560 -5%
DI
110
Diligent Investors
California
$381K -$841K -21,044 -68%
FF
111
Friedenthal Financial
New Jersey
$356K -$10.5K -262 -3%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$352K -$888K -22,212 -71%
Ameriprise
113
Ameriprise
Minnesota
$339K -$1.09M -27,158 -76%
CA
114
Calton & Associates
Florida
$323K +$332K +8,312 New
SF
115
Synovus Financial
Georgia
$306K
LFPWM
116
Leicht Financial Planning & Wealth Management
New Jersey
$302K +$310K +7,757 New
MML Investors Services
117
MML Investors Services
Massachusetts
$298K +$51.8K +1,296 +20%
PG
118
Prostatis Group
Maryland
$296K +$304K +7,614 New
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$294K +$83.9K +2,098 +38%
BA
120
Ballast Advisors
Minnesota
$264K +$271K +6,780 New
LFG
121
LifePlan Financial Group
Ohio
$257K -$8.15K -204 -3%
OIA
122
OneDigital Investment Advisors
Kansas
$254K +$262K +6,545 New
TC
123
Tatro Capital
Kentucky
$251K +$258K +6,460 New
SHIM
124
Stone House Investment Management
Pennsylvania
$234K -$23.5K -587 -9%
APW
125
Austin Private Wealth
Texas
$231K +$238K +5,955 New