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State Street SPDR Portfolio Long Term Treasury ETF

202 hedge funds and large institutions have $2.22B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 74 increasing their positions, 66 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $1.9B → $2.22B (+$313M)

13% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 38

12% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 66

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

5.07% more ownership

Funds ownership: 80.87%85.94% (+5.1%)

1% more funds holding

Funds holding: 200202 (+2)

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
4.08%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.4%
New
43
Increased
74
Reduced
66
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FGA
101
Fortis Group Advisors
New Jersey
$650K +$660K +13,908 New
WS
102
Wedbush Securities
California
$635K +$37.3K +787 +6%
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$631K -$31K -654 -5%
IFG
104
Investors Financial Group
Minnesota
$631K +$356K +7,497 +125%
WCFA
105
Walkner Condon Financial Advisors
Wisconsin
$602K -$10.3K -217 -2%
SCM
106
SCS Capital Management
Massachusetts
$596K -$459K -9,676 -43%
RF
107
RHS Financial
California
$562K -$159K -3,359 -22%
SFM
108
Signet Financial Management
New Jersey
$546K +$176K +3,705 +45%
PAG
109
Pinnacle Advisory Group
Maryland
$543K -$45.8K -965 -8%
NA
110
NewEdge Advisors
Louisiana
$530K +$90.4K +1,906 +20%
MA
111
Mutual Advisors
Nebraska
$464K -$217K -4,584 -32%
BAM
112
Belpointe Asset Management
Nevada
$461K +$33.8K +712 +8%
HAS
113
HBW Advisory Services
California
$453K +$460K +9,694 New
RCA
114
Rowland Carmichael Advisors
Arizona
$421K +$37.8K +797 +10%
FFN
115
Focus Financial Network
Minnesota
$405K +$411K +8,658 New
CC
116
Copperleaf Capital
North Carolina
$390K +$1.28K +27 +0.3%
FSG
117
Financial Strategies Group
Michigan
$388K +$394K +8,296 New
CIAS
118
Capital Investment Advisory Services
North Carolina
$385K -$147K -3,096 -27%
SCA
119
Sage Capital Advisors
South Dakota
$383K
APW
120
Austin Private Wealth
Texas
$382K +$138K +2,902 +55%
HR
121
Hayden Royal
North Carolina
$352K +$357K +7,535 New
PG
122
Prostatis Group
Maryland
$346K -$668K -14,089 -66%
SWA
123
Stratos Wealth Advisors
Ohio
$335K +$52.6K +1,108 +18%
T
124
TRUADVICE
Florida
$333K +$347K +7,311 New
DI
125
Diligent Investors
California
$329K -$55.1K -1,162 -14%