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State Street SPDR Portfolio Long Term Treasury ETF

181 hedge funds and large institutions have $1.29B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 29

27% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 51

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

16% more funds holding

Funds holding: 156181 (+25)

1.5% more ownership

Funds ownership: 68.24%69.74% (+1.5%)

1% less capital invested

Capital invested by funds: $1.31B → $1.29B (-$17M)

Holders
181
Holders Change
+25
Holders Change %
+16.03%
% of All Funds
3.57%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.37%
New
55
Increased
65
Reduced
51
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$460M -$78.4M -1,962,144 -14%
LMIM
2
Lockheed Martin Investment Management
Maryland
$94.6M +$5.4M +135,000 +6%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$66.1M +$67.9M +1,700,106 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$57.1M -$14.6M -365,500 -20%
CSIA
5
Charles Schwab Investment Advisory
California
$54.4M -$3.39M -84,796 -6%
Financial Engines Advisors
6
Financial Engines Advisors
California
$49.7M +$28.9M +724,051 +130%
AG
7
Advisor Group
Arizona
$35.4M +$5.73M +143,369 +19%
LPL Financial
8
LPL Financial
California
$32.3M +$7.81M +195,404 +31%
PCM
9
Peak Capital Management
Colorado
$25M -$2.64M -65,997 -9%
MIAN
10
Mariner Independent Advisor Network
Kansas
$18.7M -$873K -21,835 -4%
KF
11
Krilogy Financial
Missouri
$17.8M +$1.38M +34,493 +8%
BlackRock
12
BlackRock
New York
$17M +$9.39M +234,989 +116%
TCM
13
Tradewinds Capital Management
Washington
$16.2M +$4.12M +102,992 +33%
Morgan Stanley
14
Morgan Stanley
New York
$15.9M -$164K -4,105 -1%
KP
15
Keel Point
Alabama
$15M +$13.8M +345,271 +843%
FAG
16
Financial Advisory Group
Texas
$13.2M +$673K +16,837 +5%
KLC
17
Knowledge Leaders Capital
Colorado
$13.1M +$4.77M +119,260 +55%
TAIM
18
TD Ameritrade Investment Management
Nebraska
$12.5M +$1.25M +31,273 +11%
PFPT
19
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.5M +$617K +15,433 +6%
GC
20
Guggenheim Capital
Illinois
$9.62M -$211K -5,273 -2%
Citigroup
21
Citigroup
New York
$9.02M -$1.28K -32 -0%
Wells Fargo
22
Wells Fargo
California
$8.68M -$12.6M -315,315 -59%
FHC
23
First Heartland Consultants
Missouri
$8.66M -$5.97M -149,434 -40%
ML
24
McAdam LLC
Pennsylvania
$8.53M +$537K +13,437 +7%
WP
25
WealthSource Partners
California
$7.89M +$3.81M +95,320 +88%