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State Street SPDR Portfolio Long Term Treasury ETF

168 hedge funds and large institutions have $1.76B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 75 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 18

121% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 34

41% more capital invested

Capital invested by funds: $1.25B → $1.76B (+$509M)

17% more funds holding

Funds holding: 144168 (+24)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

0.29% less ownership

Funds ownership: 73.99%73.71% (-0.29%)

Holders
168
Holders Change
+24
Holders Change %
+16.67%
% of All Funds
3.65%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
47
Increased
75
Reduced
34
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$513M -$1.46M -40,066 -0.3%
AssetMark Inc
2
AssetMark Inc
California
$261M +$121M +3,315,618 +94%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$128M +$80.2M +2,194,342 +189%
CCMG
4
Clark Capital Management Group
Pennsylvania
$98.7M +$94.5M +2,586,257 New
LMIM
5
Lockheed Martin Investment Management
Maryland
$89.7M -$1.28M -35,000 -1%
CSIA
6
Charles Schwab Investment Advisory
California
$81.1M +$15.4M +420,342 +25%
AG
7
Advisor Group
Arizona
$43.1M +$24.4M +668,232 +145%
PCM
8
Peak Capital Management
Colorado
$27.8M +$3.69M +101,035 +17%
FA
9
FDx Advisors
Illinois
$26.6M +$15.5M +423,606 +154%
LPL Financial
10
LPL Financial
California
$22.8M -$114K -3,117 -0.5%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$22M +$14.5M +396,353 +219%
MIAN
12
Mariner Independent Advisor Network
Kansas
$19.3M +$20.7K +565 +0.1%
Wells Fargo
13
Wells Fargo
California
$18.3M +$14.8M +403,753 +540%
Financial Engines Advisors
14
Financial Engines Advisors
California
$17.6M +$2.16M +59,144 +15%
SCM
15
SCS Capital Management
Massachusetts
$17.5M -$32.7M -895,636 -66%
VFA
16
Voya Financial Advisors
Connecticut
$17.3M +$16.5M +451,420 New
BTS
17
BB&T Securities
Virginia
$17M +$15.8M +431,965 +3,186%
KF
18
Krilogy Financial
Missouri
$16M +$894K +24,447 +6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$14.9M +$2.09M +57,130 +17%
Jane Street
20
Jane Street
New York
$14.6M +$8.42M +230,432 +151%
GFPC
21
Global Financial Private Capital
Florida
$14.5M +$5.79M +158,465 +72%
CAL
22
Capital Analysts LLC
Pennsylvania
$13.8M +$13.2M +360,588 New
Morgan Stanley
23
Morgan Stanley
New York
$11.8M +$1.35M +36,912 +14%
FTUS
24
Flow Traders U.S.
New York
$11.6M +$11.1M +303,771 New
FHC
25
First Heartland Consultants
Missouri
$11.2M +$10.8M +294,242 New