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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
PMFA
151
Plante Moran Financial Advisors
Michigan
$25K +$25.9K +648 New
MA
152
MUFG Americas
New York
$24K
TRCT
153
Tower Research Capital (TRC)
New York
$21K +$5.67K +142 +36%
PA
154
Procyon Advisors
Connecticut
$20K +$20.5K +514 New
GFPC
155
Global Financial Private Client
Florida
$18.5K +$19K +476 New
WP
156
WealthShield Partners
North Carolina
$11K +$3.52K +88 +47%
TA
157
TFG Advisers
Michigan
$11K +$12K +300 New
CFGS
158
Concourse Financial Group Securities
Alabama
$7K -$41.2K -1,032 -85%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$7K
CAAS
160
Capital Asset Advisory Services
Michigan
$7K +$7.19K +180 New
EIP
161
Ellis Investment Partners
Pennsylvania
$6K +$40 +1 +0.6%
GFPC
162
Global Financial Private Capital
Florida
$5K -$4.28K -107 -47%
CHA
163
Carmichael Hill & Associates
Maryland
$5K +$5.12K +128 New
FPB
164
First PREMIER Bank
South Dakota
$4K
ACM
165
Anfield Capital Management
California
$4K +$3.96K +99 New
BBA
166
Braun-Bostich & Associates
Pennsylvania
$4K +$3.96K +99 New
AA
167
Ancora Advisors
Ohio
$4K +$4.36K +109 New
CFD
168
Creative Financial Designs
Indiana
$3K -$3.84K -96 -53%
VCM
169
Versant Capital Management
Arizona
$3K -$2.84K -71 -45%
BAM
170
Bellevue Asset Management
Washington
$3K +$3.12K +78 New
OPS
171
Orion Portfolio Solutions
Nebraska
$3K +$3.32K +83 New
LPWM
172
Lake Point Wealth Management
Texas
$3K +$3.4K +85 New
ACA
173
Aptus Capital Advisors
Alabama
$3K +$3.56K +89 New
GEA
174
Glen Eagle Advisors
New Jersey
$2.95K +$3.04K +76 New
WQ
175
Wealth Quarterback
New Jersey
$2.42K +$3.39M +84,832 New