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State Street SPDR Portfolio Long Term Treasury ETF

156 hedge funds and large institutions have $1.31B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 58 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

9% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 58

5.47% less ownership

Funds ownership: 73.71%68.24% (-5.5%)

7% less funds holding

Funds holding: 168156 (-12)

26% less capital invested

Capital invested by funds: $1.76B → $1.31B (-$455M)

29% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 38

Holders
156
Holders Change
-12
Holders Change %
-7.14%
% of All Funds
3.42%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.33%
New
27
Increased
63
Reduced
58
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$566M +$14.1M +353,358 +3%
LMIM
2
Lockheed Martin Investment Management
Maryland
$94.4M -$2M -50,000 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$75.2M -$60.7M -1,520,364 -45%
CSIA
4
Charles Schwab Investment Advisory
California
$60.9M -$25.6M -640,407 -30%
AG
5
Advisor Group
Arizona
$31.5M -$14.4M -360,929 -32%
PCM
6
Peak Capital Management
Colorado
$28.6M +$152K +3,810 +0.6%
LPL Financial
7
LPL Financial
California
$26.1M +$1.56M +39,048 +7%
Financial Engines Advisors
8
Financial Engines Advisors
California
$22.8M +$3.77M +94,524 +21%
Wells Fargo
9
Wells Fargo
California
$22.1M +$2.39M +59,936 +13%
MIAN
10
Mariner Independent Advisor Network
Kansas
$20.6M -$242K -6,054 -1%
KF
11
Krilogy Financial
Missouri
$17.4M +$227K +5,690 +1%
Morgan Stanley
12
Morgan Stanley
New York
$17M +$4.14M +103,652 +33%
FHC
13
First Heartland Consultants
Missouri
$15.3M +$3.12M +78,046 +27%
FAG
14
Financial Advisory Group
Texas
$13.2M +$12.9M +322,010 New
TCM
15
Tradewinds Capital Management
Washington
$12.9M +$3.57M +89,545 +40%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$11.9M +$5.36M +134,286 +87%
PFPT
17
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.4M +$2.63M +65,984 +35%
GC
18
Guggenheim Capital
Illinois
$10.4M +$236K +5,923 +2%
NC
19
NewSquare Capital
Pennsylvania
$9.78M +$9.51M +238,260 New
Citigroup
20
Citigroup
New York
$9.52M +$9.26M +232,006 +236,741%
KLC
21
Knowledge Leaders Capital
Colorado
$8.92M +$7.93M +198,720 +1,064%
ML
22
McAdam LLC
Pennsylvania
$8.46M +$494K +12,368 +6%
BlackRock
23
BlackRock
New York
$8.33M -$3.09M -77,329 -28%
CWA
24
Clarus Wealth Advisors
Arizona
$7.82M +$7.61M +190,690 New
SMM
25
Stadion Money Management
Georgia
$7.26M -$131K -3,280 -2%