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State Street SPDR Portfolio Long Term Treasury ETF

69 hedge funds and large institutions have $364M invested in State Street SPDR Portfolio Long Term Treasury ETF in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

44% more capital invested

Capital invested by funds: $252M → $364M (+$112M)

25% more funds holding

Funds holding: 5569 (+14)

17.23% more ownership

Funds ownership: 112.72%129.96% (+17%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
69
Holders Change
+14
Holders Change %
+25.45%
% of All Funds
1.84%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
21
Increased
29
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$145M +$44M +1,102,194 +43%
BJ
2
Brouwer & Janachowski
California
$48.6M +$9.92M +248,586 +25%
KF
3
Krilogy Financial
Missouri
$16.5M +$3.39M +84,876 +25%
AA
4
Apriem Advisors
California
$13.8M +$752K +18,856 +6%
Wells Fargo
5
Wells Fargo
California
$12.6M +$9.38M +235,054 +282%
NC
6
NewSquare Capital
Pennsylvania
$11.9M +$11.9M +298,332 +8,573%
AssetMark Inc
7
AssetMark Inc
California
$10.9M -$287K -7,204 -3%
Morgan Stanley
8
Morgan Stanley
New York
$9.7M +$7.07M +177,320 +260%
Citigroup
9
Citigroup
New York
$7.99M +$8.06M +202,046 New
FWM
10
Frontier Wealth Management
Missouri
$7.24M +$7.31M +183,142 New
PFS
11
Prospera Financial Services
Texas
$7.22M +$7.03M +176,342 +2,781%
Wolverine Trading
12
Wolverine Trading
Illinois
$5.3M +$3.73M +93,526 +236%
KLC
13
Knowledge Leaders Capital
Colorado
$5.13M +$5.18M +129,830 New
Bank of America
14
Bank of America
North Carolina
$4.79M -$1.82M -45,714 -27%
AG
15
Advisor Group
Arizona
$3.84M +$2.13M +53,438 +122%
UBS Group
16
UBS Group
Switzerland
$3.67M +$2.74M +68,754 +286%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$3.57M +$3.6M +90,310 New
TFA
18
Transamerica Financial Advisors
Florida
$3.51M +$3.53M +88,402 +26,627%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$3.2M -$1.01M -25,428 -24%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.2M +$602K +15,098 +23%
Prudential Financial
21
Prudential Financial
New Jersey
$2.62M +$2.64M +66,200 New
LPL Financial
22
LPL Financial
California
$2.23M -$1.47M -36,832 -39%
CWM
23
Concert Wealth Management
California
$2.11M +$1.82M +45,680 +595%
DI
24
Diligent Investors
California
$2.1M +$2.12M +53,164 New
LFA
25
Landmark Financial Advisors
Kentucky
$2M +$769K +19,280 +62%