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State Street SPDR Portfolio Long Term Treasury ETF

28 hedge funds and large institutions have $76.3M invested in State Street SPDR Portfolio Long Term Treasury ETF in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

58% more capital invested

Capital invested by funds: $48.5M → $76.3M (+$27.9M)

22% more funds holding

Funds holding: 2328 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.55% less ownership

Funds ownership: 95.5%90.96% (-4.5%)

Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
13
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$15.4M +$7.16M +203,768 +93%
NC
2
NewSquare Capital
Pennsylvania
$14.7M +$1.34M +38,192 +10%
Wells Fargo
3
Wells Fargo
California
$13.1M +$5.35M +152,356 +73%
Morgan Stanley
4
Morgan Stanley
New York
$8.38M +$3.34M +95,164 +71%
Bank of America
5
Bank of America
North Carolina
$4.47M +$2.72M +77,424 +171%
PFS
6
Prospera Financial Services
Texas
$3.35M +$1.31M +37,162 +68%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$3.31M +$3.19M +90,872 New
UBS Group
8
UBS Group
Switzerland
$2.47M +$2.38M +67,846 New
AssetMark Inc
9
AssetMark Inc
California
$2.1M +$1.38M +39,146 +213%
ASN
10
Advisory Services Network
Georgia
$1.57M +$542K +15,434 +62%
VKH
11
Virtu KCG Holdings
New York
$1.5M -$2.17M -61,886 -60%
B
12
Baird
Wisconsin
$1.37M -$6.11K -174 -0.5%
LPL Financial
13
LPL Financial
California
$853K +$822K +23,402 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$817K -$875K -24,896 -53%
Stifel Financial
15
Stifel Financial
Missouri
$534K +$153K +4,362 +42%
Ameriprise
16
Ameriprise
Minnesota
$478K +$441K +12,540 +2,170%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$470K +$453K +12,896 New
VFS
18
VSR Financial Services
Kansas
$307K +$296K +8,424 New
TFA
19
Transamerica Financial Advisors
Florida
$305K +$294K +8,364 New
AIG
20
American International Group
New York
$301K +$87.9K +2,502 +43%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$297K +$30.4K +866 +12%
AIM
22
Advantage Investment Management
Iowa
$128K +$123K +3,506 New
Creative Planning
23
Creative Planning
Kansas
$29K +$27.8K +792 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$19K +$12.1K +344 +210%
NPC
25
National Planning Corporation
California
$378 +$351 +10 New