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State Street SPDR Portfolio Long Term Treasury ETF

37 hedge funds and large institutions have $171M invested in State Street SPDR Portfolio Long Term Treasury ETF in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 3

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

124% more capital invested

Capital invested by funds: $76.3M → $171M (+$94.3M)

32% more funds holding

Funds holding: 2837 (+9)

11.35% more ownership

Funds ownership: 90.96%102.31% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
37
Holders Change
+9
Holders Change %
+32.14%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
20
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$54.7M +$38.7M +1,030,946 +244%
Wells Fargo
2
Wells Fargo
California
$24.1M +$10.5M +279,836 +78%
NC
3
NewSquare Capital
Pennsylvania
$17.1M +$1.88M +49,982 +12%
Morgan Stanley
4
Morgan Stanley
New York
$13.1M +$4.41M +117,300 +51%
AssetMark Inc
5
AssetMark Inc
California
$12.7M +$10.6M +280,952 +488%
Bank of America
6
Bank of America
North Carolina
$6.14M +$1.52M +40,566 +33%
AWM
7
Affinity Wealth Management
Delaware
$5.38M +$5.38M +143,176 New
UBS Group
8
UBS Group
Switzerland
$5.25M +$2.69M +71,716 +106%
PFS
9
Prospera Financial Services
Texas
$4.33M +$875K +23,282 +25%
TFA
10
Transamerica Financial Advisors
Florida
$3.2M +$2.89M +76,814 +918%
AA
11
Apriem Advisors
California
$3.02M +$3.02M +80,270 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.99M +$2.15M +57,166 +255%
DC
13
Davenport & Co
Virginia
$2.26M +$2.26M +60,054 New
TCM
14
Tuttle Capital Management
Connecticut
$1.94M +$4.44M +118,168 New
AIG
15
American International Group
New York
$1.92M +$1.61M +42,806 +518%
Jane Street
16
Jane Street
New York
$1.7M +$1.7M +45,266 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.65M -$1.77M -47,116 -52%
ASN
18
Advisory Services Network
Georgia
$1.65M +$135K +3,596 +9%
B
19
Baird
Wisconsin
$1.4M -$8.04K -214 -0.6%
Ameriprise
20
Ameriprise
Minnesota
$1.23M +$728K +19,376 +148%
LPL Financial
21
LPL Financial
California
$1.15M +$253K +6,728 +29%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$815K +$508K +13,516 +166%
Stifel Financial
23
Stifel Financial
Missouri
$589K +$37.4K +996 +7%
AIM
24
Advantage Investment Management
Iowa
$474K +$342K +9,106 +260%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$438K -$46.2K -1,230 -10%