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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
FSG
126
Financial Strategies Group
Michigan
$222K +$229K +5,721 New
RFN
127
RDA Financial Network
Iowa
$221K +$213K +5,338 New
AIS
128
Accurate Investment Solutions
Pennsylvania
$220K +$35.8K +896 +19%
IAA
129
Independent Advisor Alliance
North Carolina
$215K +$221K +5,535 New
MFG
130
Magnus Financial Group
New York
$209K +$215K +5,376 New
FGAM
131
Financial Gravity Asset Management
Texas
$176K -$13.1K -329 -7%
VCP
132
Verus Capital Partners
Arizona
$131K +$134K +3,359 New
PCG
133
Private Capital Group
Connecticut
$130K +$15.5K +389 +13%
PFBT
134
Parkside Financial Bank & Trust
Missouri
$114K +$12K +301 +11%
JAWM
135
J. Arnold Wealth Management
Ohio
$102K +$105K +2,619 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$76K -$17.2K -430 -18%
AssetMark Inc
137
AssetMark Inc
California
$73K -$17.9K -449 -19%
Deutsche Bank
138
Deutsche Bank
Germany
$69K +$71.5K +1,788 New
Fidelity Investments
139
Fidelity Investments
Massachusetts
$68K +$1.28K +32 +2%
APA
140
American Portfolios Advisors
New York
$66.7K +$68.3K +1,709 +24,414%
CIAS
141
Capital Investment Advisory Services
North Carolina
$64K +$42.5K +1,064 +186%
William Blair & Company
142
William Blair & Company
Illinois
$57K -$28.3K -707 -33%
ASN
143
Advisory Services Network
Georgia
$55K +$34.9K +872 +158%
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$42K +$42.8K +1,070 New
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$38K
CAL
146
Capital Analysts LLC
Pennsylvania
$37K -$77.2K -1,932 -67%
GRP
147
Global Retirement Partners
California
$34K -$6.91K -173 -16%
JPLA
148
Joseph P. Lucia & Associates
New York
$34K
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$33K
HI
150
Hudock Inc
Pennsylvania
$25K +$160 +4 +0.6%