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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
GFPC
151
Global Financial Private Client
Florida
$93.2K -$72.9K -1,537 -44%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$90K +$11.1K +235 +14%
Deutsche Bank
153
Deutsche Bank
Germany
$82K +$23K +484 +38%
NC
154
NewSquare Capital
Pennsylvania
$73K -$48.9K -1,030 -40%
NFG
155
Next Financial Group
Texas
$66K +$67.2K +1,416 New
William Blair & Company
156
William Blair & Company
Illinois
$60K -$8.54K -180 -12%
CA
157
Clearstead Advisors
Ohio
$52K +$52.6K +1,109 New
GSWM
158
Golden State Wealth Management
California
$49K +$49.7K +1,047 New
AssetMark Inc
159
AssetMark Inc
California
$42K -$119M -2,503,876 -100%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$38K
ASN
161
Advisory Services Network
Georgia
$36K -$360K -7,584 -91%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$30K -$949 -20 -3%
CAL
163
Capital Analysts LLC
Pennsylvania
$29K -$1.71K -36 -6%
WP
164
WealthShield Partners
North Carolina
$24K -$17.7K -374 -42%
HFM
165
Hartford Financial Management
Connecticut
$24K +$1.66K +35 +7%
FEG
166
Financial Enhancement Group
Indiana
$24K +$24.4K +514 New
GEA
167
Glen Eagle Advisors
New Jersey
$24K -$3.7K -78 -13%
PA
168
Parallel Advisors
California
$23K
HI
169
Hudock Inc
Pennsylvania
$22K +$47 +1 +0.2%
CHA
170
Carmichael Hill & Associates
Maryland
$21K -$5.03K -106 -19%
LDFR
171
Lehman & Derafelo Financial Resources
Pennsylvania
$18K
BCMIO
172
Beacon Capital Management Inc (Ohio)
Ohio
$16K -$85.2K -1,797 -84%
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$16K +$15.9K +336 New
NFSG
174
Newbridge Financial Services Group
Florida
$13K +$12.9K +272 New
RIM
175
Rockbridge Investment Management
New York
$12K