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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
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$207K +$209K +4,432 New
GFPC
152
Global Financial Private Client
Florida
$165K +$144K +3,054 +642%
CAAS
153
Capital Asset Advisory Services
Michigan
$153K +$29.5K +626 +24%
PCG
154
Private Capital Group
Connecticut
$142K -$7.4K -157 -5%
SL
155
Savior LLC
Massachusetts
$141K
NC
156
NewSquare Capital
Pennsylvania
$122K -$23.5M -498,776 -99%
PFBT
157
Parkside Financial Bank & Trust
Missouri
$116K +$9.75K +207 +9%
BCMIO
158
Beacon Capital Management Inc (Ohio)
Ohio
$101K
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$80K +$29.5K +626 +59%
William Blair & Company
160
William Blair & Company
Illinois
$68K
TRCT
161
Tower Research Capital (TRC)
New York
$66K +$18.8K +400 +40%
Deutsche Bank
162
Deutsche Bank
Germany
$60K +$40.2K +854 +203%
WP
163
WealthShield Partners
North Carolina
$42K +$47 +1 +0.1%
JPLA
164
Joseph P. Lucia & Associates
New York
$41K
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$40K
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$38K
Fidelity Investments
167
Fidelity Investments
Massachusetts
$31K -$40.6K -861 -57%
CAL
168
Capital Analysts LLC
Pennsylvania
$31K +$141 +3 +0.5%
GEA
169
Glen Eagle Advisors
New Jersey
$27.7K -$8.62K -183 -24%
CHA
170
Carmichael Hill & Associates
Maryland
$26K +$20.1K +426 +333%
PA
171
Procyon Advisors
Connecticut
$24K +$6.83K +145 +38%
HFM
172
Hartford Financial Management
Connecticut
$23K +$13.1K +279 +133%
PA
173
Parallel Advisors
California
$22K -$12.4K -264 -35%
HI
174
Hudock Inc
Pennsylvania
$22K +$141 +3 +0.6%
LDFR
175
Lehman & Derafelo Financial Resources
Pennsylvania
$18K