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State Street SPDR Portfolio Long Term Treasury ETF

168 hedge funds and large institutions have $1.76B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 75 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 18

121% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 34

41% more capital invested

Capital invested by funds: $1.25B → $1.76B (+$509M)

17% more funds holding

Funds holding: 144168 (+24)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

0.29% less ownership

Funds ownership: 73.99%73.71% (-0.29%)

Holders
168
Holders Change
+24
Holders Change %
+16.67%
% of All Funds
3.65%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
47
Increased
75
Reduced
34
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$10K +$4.75K +130 New
LWM
152
Liberty Wealth Management
California
$9K +$8.85K +242 New
HWM
153
Holloway Wealth Management
Florida
$8K
JWA
154
JFS Wealth Advisors
Pennsylvania
$7K +$2.19K +60 +49%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$5K
EIP
156
Ellis Investment Partners
Pennsylvania
$5K +$5.63K +154 New
Citigroup
157
Citigroup
New York
$4K -$40.9K -1,118 -92%
GWMIA
158
Global Wealth Management Investment Advisory
Florida
$4K -$5.3K -145 -58%
CFA
159
Camarda Financial Advisors
Florida
$4K
FPB
160
First PREMIER Bank
South Dakota
$4K
BFEC
161
Benjamin F. Edwards & Company
Missouri
$4K +$4.06K +111 New
AIC
162
Archer Investment Corporation
Indiana
$3K
VCM
163
Versant Capital Management
Arizona
$3K +$37 +1 +1%
TFA
164
Transamerica Financial Advisors
Florida
$3K +$1.97K +54 New
CIAS
165
Capital Investment Advisory Services
North Carolina
$1K -$73 -2 -8%
Deutsche Bank
166
Deutsche Bank
Germany
$1K +$1.35K +37 New
PFG
167
Piershale Financial Group
Illinois
-$22.3M -611,956 Closed
CWSR
168
Chessman Wealth Strategies RIA
Texas
-$20.3M -556,616 Closed
RJFSA
169
Raymond James Financial Services Advisors
Florida
-$2.99M -82,212 Closed
TCM
170
Tuttle Capital Management
Connecticut
-$2.77M -76,140 Closed
FWM
171
Frontier Wealth Management
Missouri
-$2.15M -58,940 Closed
AII
172
AGF Investments Inc
Ontario, Canada
-$1M -27,510 Closed
VF
173
Virtu Financial
New York
-$413K -11,341 Closed
RA
174
Rational Advisors
New York
-$355K -9,756 Closed
AAS
175
Annex Advisory Services
Wisconsin
-$328K -9,000 Closed