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State Street SPDR Portfolio Long Term Treasury ETF

144 hedge funds and large institutions have $1.25B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 36

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

11% more capital invested

Capital invested by funds: $1.13B → $1.25B (+$124M)

8% more funds holding

Funds holding: 133144 (+11)

0.88% more ownership

Funds ownership: 73.11%73.99% (+0.88%)

Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
3.12%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
32
Increased
65
Reduced
36
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$491M +$35.4M +1,009,910 +8%
AssetMark Inc
2
AssetMark Inc
California
$129M -$1.2M -34,189 -1%
LMIM
3
Lockheed Martin Investment Management
Maryland
$86.8M -$5.19M -148,000 -6%
CSIA
4
Charles Schwab Investment Advisory
California
$62M -$74.3M -2,121,419 -55%
SCM
5
SCS Capital Management
Massachusetts
$49.3M +$21.1M +601,011 +80%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$42.2M +$12.4M +353,905 +44%
PFG
7
Piershale Financial Group
Illinois
$22.3M +$21.4M +611,956 New
LPL Financial
8
LPL Financial
California
$21.8M +$2.79M +79,718 +15%
PCM
9
Peak Capital Management
Colorado
$21.5M +$1.29M +36,916 +7%
CWSR
10
Chessman Wealth Strategies RIA
Texas
$20.3M +$19.5M +556,616 New
MIAN
11
Mariner Independent Advisor Network
Kansas
$18.2M +$4.41M +125,993 +33%
AG
12
Advisor Group
Arizona
$16.7M +$5.67M +161,832 +54%
Financial Engines Advisors
13
Financial Engines Advisors
California
$14.6M +$6.73M +192,148 +92%
KF
14
Krilogy Financial
Missouri
$14.3M +$1.28M +36,593 +10%
TCM
15
Tradewinds Capital Management
Washington
$14.3M +$13.8M +392,693 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$12.1M -$1.64M -46,842 -12%
BlackRock
17
BlackRock
New York
$10.5M +$4.81M +137,202 +91%
FA
18
FDx Advisors
Illinois
$9.98M -$1.67M -47,639 -15%
Morgan Stanley
19
Morgan Stanley
New York
$9.94M -$7.01M -200,111 -42%
Citadel Advisors
20
Citadel Advisors
Florida
$9.43M +$9.08M +259,181 New
FI
21
FormulaFolio Investments
Michigan
$8.77M +$6.74M +192,480 +397%
GFPC
22
Global Financial Private Capital
Florida
$8.03M -$4.65M -132,653 -38%
Ameriprise
23
Ameriprise
Minnesota
$7.53M +$1.07M +30,406 +17%
SLWS
24
Swaine & Leidel Wealth Services
Florida
$7.1M +$430K +12,263 +7%
GC
25
Guggenheim Capital
Illinois
$6.78M +$1.94M +55,401 +42%