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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
MCIA
126
Mountain Capital Investment Advisors
Colorado
$367K -$65.7K -1,395 -15%
CA
127
Calton & Associates
Florida
$361K -$2.59K -55 -0.7%
W
128
WealthOne
New York
$333K +$334K +7,092 New
LAS
129
Lloyd Advisory Services
Georgia
$329K +$330K +7,010 New
LFG
130
LifePlan Financial Group
Ohio
$316K -$14.7K -312 -4%
IWC
131
Integrated Wealth Concepts
Massachusetts
$315K -$27K -572 -8%
BA
132
Ballast Advisors
Minnesota
$308K
ACS
133
Archford Capital Strategies
Illinois
$292K +$294K +6,234 New
Stifel Financial
134
Stifel Financial
Missouri
$291K +$9.28K +197 +3%
LCP
135
Legacy Capital Partners
Wisconsin
$288K +$289K +6,135 New
SWA
136
Stratos Wealth Advisors
Ohio
$285K +$268K +5,693 +1,518%
IFG
137
Investors Financial Group
Minnesota
$282K +$283K +6,004 New
FHA
138
First Horizon Advisors
Tennessee
$281K +$283K +5,999 New
TW
139
Transform Wealth
Colorado
$265K -$127K -2,686 -32%
GRP
140
Global Retirement Partners
California
$263K -$173K -3,662 -40%
SC
141
Scotia Capital
Ontario, Canada
$263K +$264K +5,607 New
SF
142
Synovus Financial
Georgia
$254K
Renaissance Technologies
143
Renaissance Technologies
New York
$253K -$137K -2,900 -35%
APW
144
Austin Private Wealth
Texas
$247K -$64.4K -1,366 -21%
WSTAM
145
Wilbanks Smith & Thomas Asset Management
Virginia
$245K -$6.03K -128 -2%
Creative Planning
146
Creative Planning
Kansas
$229K -$19.8K -420 -8%
PPA
147
Parametric Portfolio Associates
Washington
$222K +$223K +4,734 New
TNA
148
True North Advisors
Texas
$222K +$223K +4,734 New
OMC
149
Old Mission Capital
Illinois
$217K -$1.14M -24,241 -84%
SB
150
Strategic Blueprint
Georgia
$211K +$212K +4,503 New