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SPDR Portfolio Long Term Treasury ETF

133 hedge funds and large institutions have $1.13B invested in SPDR Portfolio Long Term Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 19 closing their positions.

Holders
133
Holders Change
+33
Holders Change %
+33%
% of All Funds
2.97%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
53
Increased
32
Reduced
38
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
State Street
1
State Street
Massachusetts
$437M 12,474,336 -1,085,409 -8%
CSIA
2
Charles Schwab Investment Advisory
California
$134M 3,825,331 +3,825,331 New
AssetMark Inc
3
AssetMark Inc
California
$125M 3,565,406 +3,238,527 +991%
LMIM
4
Lockheed Martin Investment Management
Maryland
$88.8M 2,533,000
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$28.2M 805,568 +299,262 +59%
SCM
6
SCS Capital Management
Massachusetts
$26.4M 754,155 +754,155 New
PCM
7
Peak Capital Management
Colorado
$19.4M 554,069 +227,617 +70%
LPL Financial
8
LPL Financial
California
$18.2M 520,337 +472,319 +984%
Morgan Stanley
9
Morgan Stanley
New York
$16.6M 473,260 +395,237 +507%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$13.3M 380,507 +182,073 +92%
MIAN
11
Mariner Independent Advisor Network
Kansas
$13.3M 380,095 +380,095 New
KF
12
Krilogy Financial
Missouri
$12.5M 357,417 -37,295 -9%
GFPC
13
Global Financial Private Capital
Florida
$12.4M 353,304 -98,639 -22%
FA
14
FDx Advisors
Illinois
$11.3M 321,918 -36,221 -10%
AG
15
Advisor Group
Arizona
$10.5M 298,406 +35,479 +13%
Financial Engines Advisors
16
Financial Engines Advisors
California
$10.1M 209,565 -33,123 -14%
FTUS
17
Flow Traders U.S.
New York
$7.93M 226,405 +132,203 +140%
Ameriprise
18
Ameriprise
Minnesota
$6.5M 179,901 +49,123 +38%
SLWS
19
Swaine & Leidel Wealth Services
Florida
$6.42M 182,949 +182,949 New
SMM
20
Stadion Money Management
Georgia
$5.96M 170,098 -39,560 -19%
SBL
21
Sargent Bickham Lagudis
Colorado
$5.87M 167,515 +68,030 +68%
ML
22
McAdam LLC
Pennsylvania
$5.72M 163,138 +8,519 +6%
BlackRock
23
BlackRock
New York
$5.3M 151,192 +151,192 New
GC
24
Guggenheim Capital
Illinois
$4.59M 130,943 +21,680 +20%
FIA
25
Foundations Investment Advisors
Arizona
$4.43M 127,199 +127,199 New