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State Street SPDR Portfolio Long Term Treasury ETF

73 hedge funds and large institutions have $541M invested in State Street SPDR Portfolio Long Term Treasury ETF in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 2

73% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 15

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

38% more funds holding

Funds holding: 5373 (+20)

35% more capital invested

Capital invested by funds: $402M → $541M (+$139M)

70.8% less ownership

Funds ownership: 142.56%71.76% (-71%)

Holders
73
Holders Change
+20
Holders Change %
+37.74%
% of All Funds
1.66%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
22
Increased
26
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$360M +$77M +2,129,394 +28%
HGWM
2
Harvest Group Wealth Management
Massachusetts
$20.7M +$20.5M +566,658 New
WI
3
WBI Investments
New Jersey
$14.1M +$13.9M +384,225 New
GFPC
4
Global Financial Private Capital
Florida
$13.2M +$1.16M +32,097 +10%
PCM
5
Peak Capital Management
Colorado
$13.1M -$6.57M -181,482 -50%
KF
6
Krilogy Financial
Missouri
$12M +$535K +14,792 +5%
AssetMark Inc
7
AssetMark Inc
California
$11.3M -$11.1M -308,091 -50%
SMM
8
Stadion Money Management
Georgia
$6.05M +$373K +10,300 +7%
BCP
9
Blackhawk Capital Partners
Wisconsin
$6.04M +$5.97M +165,095 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$5.81M +$4.64M +128,213 +419%
SBL
11
Sargent Bickham Lagudis
Colorado
$5.57M +$638K +17,637 +13%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.56M +$241K +6,670 +5%
LFA
13
Landmark Financial Advisors
Kentucky
$5.11M +$129K +3,554 +3%
FIMG
14
Financial & Investment Management Group
Michigan
$4.57M +$414K +11,435 +10%
UBS Group
15
UBS Group
Switzerland
$4.48M +$394K +10,886 +10%
BA
16
BCM Advisors
Louisiana
$3.72M +$52.6K +1,453 +1%
ML
17
McAdam LLC
Pennsylvania
$3.61M -$1.81M -50,163 -50%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.08M +$739K +20,415 +32%
SWM
19
SeaCrest Wealth Management
New York
$3.07M +$3.04M +83,929 New
Morgan Stanley
20
Morgan Stanley
New York
$3.01M +$1.65M +45,489 +124%
Financial Engines Advisors
21
Financial Engines Advisors
California
$2.94M +$2.91M +80,475 New
Wells Fargo
22
Wells Fargo
California
$2.8M +$311K +8,608 +13%
KWM
23
Kingsview Wealth Management
Oregon
$2.69M -$1.05K -29 -0%
FWM
24
Frontier Wealth Management
Missouri
$2.5M -$4.25M -117,359 -63%
Bank of America
25
Bank of America
North Carolina
$2.47M +$334K +9,241 +16%