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State Street SPDR Portfolio Long Term Treasury ETF
SPTL

144 hedge funds and large institutions have $1.25B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 36

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

11% more capital invested

Capital invested by funds: $1.13B → $1.25B (+$124M)

8% more funds holding

Funds holding: 133 → 144 (+11)

0.88% more ownership

Funds ownership: 73.11% → 73.99% (+0.88%)

Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
3.12%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
32
Increased
65
Reduced
36
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
State Street
Massachusetts
+$35.4M
2
PFG
Piershale Financial Group
Illinois
+$21.4M
3
SCM
SCS Capital Management
Massachusetts
+$21.1M
4
CWSR
Chessman Wealth Strategies RIA
Texas
+$19.5M
5
TCM
Tradewinds Capital Management
Washington
+$13.8M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$74.3M
2
FTUS
Flow Traders U.S.
New York
-$7.93M
3
Morgan Stanley
Morgan Stanley
New York
-$7.01M
4
LMIM
Lockheed Martin Investment Management
Maryland
-$5.19M
5
SBL
Sargent Bickham Lagudis
Colorado
-$4.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
151
Koshinski Asset Management
Illinois
– -$449K -12,813 Closed
BAM
152
Belpointe Asset Management
Nevada
– -$339K -9,672 Closed
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
– -$298K -8,492 Closed
SIA
154
Strategic Investment Advisors
Michigan
– -$271K -7,748 Closed
UAS
155
United Asset Strategies
New York
– -$205K -5,858 Closed
CF
156
Centaurus Financial
California
– -$81 -2,839 Closed
MOS
157
MGO One Seven
Ohio
– -$69K -1,985 Closed
TFA
158
Transamerica Financial Advisors
Florida
– -$6K -171 Closed
William Blair & Company
159
William Blair & Company
Illinois
– -$8K -109 Closed
BWM
160
Baystate Wealth Management
Massachusetts
– -$1K -37 Closed
ACM
161
Aviance Capital Management
Florida
– -$1K -30 Closed
RIA
162
Realta Investment Advisors
Delaware
– +$175 +5 New
3 4 5 6
7