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State Street SPDR Portfolio Long Term Treasury ETF

226 hedge funds and large institutions have $2.42B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 93 increasing their positions, 52 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

79% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 52

12% more funds holding

Funds holding: 202226 (+24)

9% more capital invested

Capital invested by funds: $2.22B → $2.42B (+$208M)

0.12% less ownership

Funds ownership: 85.94%85.82% (-0.12%)

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
226
Holders Change
+24
Holders Change %
+11.88%
% of All Funds
4%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.28%
New
61
Increased
93
Reduced
52
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
176
Joseph P. Lucia & Associates
New York
$40K +$40K +880 New
ICP
177
Interchange Capital Partners
Pennsylvania
$39K +$39.4K +868 New
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$38K
PWM
179
Perigon Wealth Management
California
$38K +$37.9K +835 New
TAM
180
Tucker Asset Management
Colorado
$33K +$33.2K +731 New
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$30K +$30.4K +670 New
NC
182
NewSquare Capital
Pennsylvania
$28K -$43.1K -948 -60%
CAL
183
Capital Analysts LLC
Pennsylvania
$26K -$1.73K -38 -6%
Fidelity Investments
184
Fidelity Investments
Massachusetts
$25K -$3.18K -70 -11%
HFM
185
Hartford Financial Management
Connecticut
$24K +$45 +1 +0.2%
PA
186
Parallel Advisors
California
$22K
BWM
187
Baystate Wealth Management
Massachusetts
$22K +$22.4K +493 New
HI
188
Hudock Inc
Pennsylvania
$21K +$136 +3 +0.6%
GEA
189
Glen Eagle Advisors
New Jersey
$21K -$2.23K -49 -10%
LWA
190
Lenox Wealth Advisors
New York
$20K -$6.39M -140,561 -100%
CHA
191
Carmichael Hill & Associates
Maryland
$20K -$409 -9 -2%
CFGS
192
Concourse Financial Group Securities
Alabama
$19K +$11.4K +251 +142%
LDFR
193
Lehman & Derafelo Financial Resources
Pennsylvania
$18K
MAM
194
Meeder Asset Management
Ohio
$17K +$16.9K +373 New
NFSG
195
Newbridge Financial Services Group
Florida
$12K
RIM
196
Rockbridge Investment Management
New York
$12K
SIAG
197
Safeguard Investment Advisory Group
California
$11K +$11.4K +251 New
FHC
198
First Horizon Corporation
Tennessee
$11K +$11.8K +260 New
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$10K +$4.54K +100 +83%
FCH
200
Freestone Capital Holdings
Washington
$8.57K