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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
VCM
176
Versant Capital Management
Arizona
$12K +$47 +1 +0.4%
HF
177
Halpern Financial
Virginia
$11.5K +$11.7K +246 New
CFB
178
Cullen/Frost Bankers
Texas
$11K +$11.7K +246 New
SPIA
179
Steward Partners Investment Advisory
New York
$9K +$9.58K +202 New
FCH
180
Freestone Capital Holdings
Washington
$8.88K +$9.01K +190 New
CFGS
181
Concourse Financial Group Securities
Alabama
$8K
First Manhattan
182
First Manhattan
New York
$8K +$8.97K +189 New
EIP
183
Ellis Investment Partners
Pennsylvania
$7K +$47 +1 +0.6%
BHWM
184
Bay Harbor Wealth Management
Maryland
$6K -$449K -9,458 -99%
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$6K -$35.2K -741 -86%
SIM
186
Sonora Investment Management
Arizona
$6K -$8.3K -175 -56%
LWM
187
Liberty Wealth Management
California
$6K +$5.93K +125 New
MPWT
188
MassMutual Private Wealth & Trust
Connecticut
$6K +$6.45K +136 New
AA
189
Ancora Advisors
Ohio
$5K
FPB
190
First PREMIER Bank
South Dakota
$5K
ACA
191
Aptus Capital Advisors
Alabama
$4K
BAM
192
Bellevue Asset Management
Washington
$4K
SBL
193
Sargent Bickham Lagudis
Colorado
$3K +$47 +1 +2%
GWMIA
194
Global Wealth Management Investment Advisory
Florida
$2K +$1.75K +37 New
TCOV
195
Trust Company of Vermont
Vermont
$2K +$1.95K +41 New
EWM
196
Endurance Wealth Management
Rhode Island
$1K
IF
197
Ironwood Financial
Arizona
$1K
WCG
198
Weaver Consulting Group
California
$1K
ADL
199
Asset Dedication LLC
California
$1K +$569 +12 New
AIM
200
Astor Investment Management
Illinois
-$21.3M -455,078 Closed