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SPDR Portfolio Long Term Treasury ETF

207 hedge funds and large institutions have $2.94B invested in SPDR Portfolio Long Term Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 79 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-19
Holders Change %
-8.41%
% of All Funds
3.65%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.23%
New
41
Increased
63
Reduced
79
Closed
57
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
151
Versant Capital Management
Arizona
$53K +$156 +4 +0.3%
AWM
152
Accel Wealth Management
Iowa
$51K -$47.2K -1,211 -48%
GM
153
GeoWealth Management
Illinois
$51K +$51K +1,357 New
William Blair & Company
154
William Blair & Company
Illinois
$50K
KFS
155
Kelly Financial Services
Massachusetts
$39.5K +$39.5K +1,013 New
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$38K
OC
157
Oakworth Capital
Alabama
$38K +$35.4K +897 +1,359%
Simplex Trading
158
Simplex Trading
Illinois
$38K +$38K +1,000 New
JPLA
159
Joseph P. Lucia & Associates
New York
$34K
AssetMark Inc
160
AssetMark Inc
California
$27K -$50.2M -1,274,585 -100%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$26K +$26K +676 New
TAM
162
Tucker Asset Management
Colorado
$23.7K -$4.83K -124 -17%
SPIA
163
Steward Partners Investment Advisory
New York
$19.9K +$15.9K +408 +396%
PA
164
Parallel Advisors
California
$19K
CHA
165
Carmichael Hill & Associates
Maryland
$17K
GEA
166
Glen Eagle Advisors
New Jersey
$16.1K -$1.99K -51 -11%
MCC
167
Money Concepts Capital
Florida
$16K -$490K -12,246 -97%
HFM
168
Hartford Financial Management
Connecticut
$15K -$4.94K -130 -25%
LDFR
169
Lehman & Derafelo Financial Resources
Pennsylvania
$15K
Fidelity Investments
170
Fidelity Investments
Massachusetts
$11K -$11.2K -285 -50%
LWA
171
Lenox Wealth Advisors
New York
$11K -$5.2K -139 -32%
NFSG
172
Newbridge Financial Services Group
Florida
$11K
SCA
173
Stonebridge Capital Advisors
Minnesota
$11K +$11K +280 New
SWM
174
Spire Wealth Management
Virginia
$11K +$11K +368 New
RIM
175
Rockbridge Investment Management
New York
$10K