We are live on ! Find out more
SPTL icon

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
IWC
126
Integrated Wealth Concepts
Massachusetts
$326K +$12.9K +271 +4%
KAS
127
Kestra Advisory Services
Texas
$321K +$4.79K +101 New
LCP
128
Legacy Capital Partners
Wisconsin
$319K +$32.3K +680 +11%
CA
129
Calton & Associates
Florida
$310K -$51.3K -1,081 -14%
ACS
130
Archford Capital Strategies
Illinois
$286K -$5.12K -108 -2%
LFG
131
LifePlan Financial Group
Ohio
$284K -$31.5K -663 -10%
IC
132
Innealta Capital
Texas
$265K -$122K -2,563 -31%
IA
133
IndexIQ Advisors
New York
$258K -$166K -3,489 -39%
SC
134
Scotia Capital
Ontario, Canada
$258K -$4.13K -87 -2%
WSTAM
135
Wilbanks Smith & Thomas Asset Management
Virginia
$244K
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$242K +$245K +5,169 New
Renaissance Technologies
137
Renaissance Technologies
New York
$234K -$19K -400 -7%
FCA
138
FLC Capital Advisors
California
$234K +$243K +5,125 New
LNC
139
Lincoln National Corp
Pennsylvania
$225K +$228K +4,815 New
JCM
140
Jacobi Capital Management
Pennsylvania
$215K +$218K +4,601 New
MOS
141
MGO One Seven
Ohio
$211K +$214K +4,520 New
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$205K -$2.13K -45 -1%
CAAS
143
Capital Asset Advisory Services
Michigan
$149K
BA
144
Ballast Advisors
Minnesota
$146K -$163K -3,430 -52%
PCG
145
Private Capital Group
Connecticut
$146K +$4.84K +102 +3%
SL
146
Savior LLC
Massachusetts
$140K
GRP
147
Global Retirement Partners
California
$129K -$135K -2,856 -51%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$122K +$115K +2,425 +1,276%
CFD
149
Creative Financial Designs
Indiana
$114K +$113K +2,375 +3,345%
PFBT
150
Parkside Financial Bank & Trust
Missouri
$110K -$5.93K -125 -5%