We are live on ! Find out more
SPTL icon

State Street SPDR Portfolio Long Term Treasury ETF

200 hedge funds and large institutions have $1.9B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 55

33% more capital invested

Capital invested by funds: $1.43B → $1.9B (+$475M)

9.82% more ownership

Funds ownership: 71.05%80.87% (+9.8%)

2% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 42

2% less funds holding

Funds holding: 204200 (-4)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

Holders
200
Holders Change
-4
Holders Change %
-1.96%
% of All Funds
4.1%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.37%
New
41
Increased
86
Reduced
55
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
101
Csenge Advisory Group
Florida
$853K +$857K +18,193 New
RF
102
RHS Financial
California
$722K -$47 -1 -0%
MA
103
Mutual Advisors
Nebraska
$681K -$195K -4,132 -22%
HGWM
104
Horst & Graben Wealth Management
Oregon
$677K -$531K -11,260 -44%
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$664K -$81.8K -1,736 -11%
FAAS
106
First Allied Advisory Services
California
$630K +$181K +3,842 +40%
WCFA
107
Walkner Condon Financial Advisors
Wisconsin
$615K +$21.2K +450 +4%
WS
108
Wedbush Securities
California
$601K +$121K +2,559 +25%
PAG
109
Pinnacle Advisory Group
Maryland
$590K -$118K -2,514 -17%
AC
110
Alexandria Capital
Virginia
$566K +$569K +12,069 New
CIAS
111
Capital Investment Advisory Services
North Carolina
$531K -$55.1K -1,169 -9%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$509K -$26.2K -556 -5%
BHWM
113
Bay Harbor Wealth Management
Maryland
$449K +$451K +9,578 New
NA
114
NewEdge Advisors
Louisiana
$442K +$444K +9,426 New
BAM
115
Belpointe Asset Management
Nevada
$429K -$144K -3,062 -25%
IA
116
IndexIQ Advisors
New York
$422K -$493K -10,458 -54%
SW
117
SkyOak Wealth
Michigan
$396K -$326K -6,925 -45%
SFM
118
Signet Financial Management
New Jersey
$394K +$146K +3,108 +62%
ASN
119
Advisory Services Network
Georgia
$392K +$302K +6,418 +331%
CC
120
Copperleaf Capital
North Carolina
$390K +$392K +8,321 New
IC
121
Innealta Capital
Texas
$386K -$248K -5,262 -39%
RCA
122
Rowland Carmichael Advisors
Arizona
$385K -$586K -12,447 -60%
DI
123
Diligent Investors
California
$385K -$92.6K -1,966 -19%
NL
124
NWAM LLC
Washington
$385K +$386K +8,198 New
SCA
125
Sage Capital Advisors
South Dakota
$385K +$387K +8,203 New