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State Street SPDR Portfolio Long Term Treasury ETF

204 hedge funds and large institutions have $1.43B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 56 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 31

13% more funds holding

Funds holding: 181204 (+23)

11% more capital invested

Capital invested by funds: $1.29B → $1.43B (+$138M)

1.31% more ownership

Funds ownership: 69.74%71.05% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

24% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 74

Holders
204
Holders Change
+23
Holders Change %
+12.71%
% of All Funds
4.5%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
57
Increased
56
Reduced
74
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
101
MML Investors Services
Massachusetts
$656K +$267K +6,235 +81%
IC
102
Innealta Capital
Texas
$637K +$577K +13,488 New
VWA
103
Visionary Wealth Advisors
Illinois
$619K +$561K +13,112 New
Fisher Asset Management
104
Fisher Asset Management
Washington
$607K +$549K +12,841 New
RJFSA
105
Raymond James Financial Services Advisors
Florida
$600K -$3.89M -91,048 -88%
WCFA
106
Walkner Condon Financial Advisors
Wisconsin
$598K -$145K -3,397 -21%
LFAS
107
Level Four Advisory Services
Texas
$597K +$540K +12,638 New
CIAS
108
Capital Investment Advisory Services
North Carolina
$590K +$464K +10,856 +664%
BAM
109
Belpointe Asset Management
Nevada
$577K +$7.18K +168 +1%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$548K +$488K +11,423 New
5L
111
55I LLC
Massachusetts
$547K +$494K +11,558 New
AWE
112
Avidian Wealth Enterprises
Texas
$525K +$475K +11,106 New
ECM
113
ETrade Capital Management
Virginia
$520K +$471K +11,010 New
WS
114
Wedbush Securities
California
$484K -$72.1K -1,686 -14%
HR
115
Hayden Royal
North Carolina
$480K +$15.6K +364 +4%
DI
116
Diligent Investors
California
$480K +$15.4K +361 +4%
AWM
117
Affinity Wealth Management
Delaware
$458K -$79.8K -1,867 -16%
FAAS
118
First Allied Advisory Services
California
$453K -$101K -2,368 -20%
GRP
119
Global Retirement Partners
California
$438K +$358K +8,381 +945%
MCIA
120
Mountain Capital Investment Advisors
Colorado
$433K +$392K +9,157 New
TW
121
Transform Wealth
Colorado
$394K +$357K +8,338 New
Renaissance Technologies
122
Renaissance Technologies
New York
$392K +$355K +8,300 New
AIS
123
Accurate Investment Solutions
Pennsylvania
$373K +$96.1K +2,247 +40%
JP Morgan Chase
124
JP Morgan Chase
New York
$367K -$856K -20,026 -72%
CA
125
Calton & Associates
Florida
$367K -$23.6K -552 -7%