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State Street SPDR Portfolio Long Term Treasury ETF

204 hedge funds and large institutions have $1.43B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 56 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 31

13% more funds holding

Funds holding: 181204 (+23)

11% more capital invested

Capital invested by funds: $1.29B → $1.43B (+$138M)

1.31% more ownership

Funds ownership: 69.74%71.05% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

24% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 74

Holders
204
Holders Change
+23
Holders Change %
+12.71%
% of All Funds
4.5%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
57
Increased
56
Reduced
74
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$431M -$116M -2,702,434 -23%
Financial Engines Advisors
2
Financial Engines Advisors
California
$104M +$39.6M +926,088 +72%
LMIM
3
Lockheed Martin Investment Management
Maryland
$92.8M -$20.1M -470,000 -19%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$83.3M +$12.6M +295,567 +20%
Charles Schwab
5
Charles Schwab
California
$54.9M +$49.7M +1,161,742 New
WI
6
WBI Investments
New Jersey
$51.9M +$47M +1,098,659 New
Osaic Holdings
7
Osaic Holdings
Arizona
$47.4M +$43M +1,006,564 New
LPL Financial
8
LPL Financial
California
$42.3M +$2.78M +65,045 +8%
BlackRock
9
BlackRock
New York
$36.7M +$14.5M +338,787 +77%
FI
10
FormulaFolio Investments
Michigan
$30.8M +$19.9M +465,507 +251%
NC
11
NewSquare Capital
Pennsylvania
$23.7M +$21.4M +501,374 New
Wells Fargo
12
Wells Fargo
California
$17.8M +$6.6M +154,262 +69%
KF
13
Krilogy Financial
Missouri
$17.3M -$3.93M -91,908 -20%
CCP
14
Cardan Capital Partners
Colorado
$17.3M +$15.7M +366,540 New
FTUS
15
Flow Traders U.S.
New York
$17.1M +$15.4M +360,929 New
PCM
16
Peak Capital Management
Colorado
$15.9M -$12.5M -292,797 -46%
Bank of America
17
Bank of America
North Carolina
$14.9M +$5.88M +137,608 +78%
WP
18
WealthSource Partners
California
$12.4M +$2.52M +58,979 +29%
KP
19
Keel Point
Alabama
$12.2M -$5.47M -128,005 -33%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$11.9M -$2.91M -68,105 -21%
WU
21
Wealthsimple US
New York
$11.9M +$4.23M +98,945 +65%
Morgan Stanley
22
Morgan Stanley
New York
$11.1M -$7.5M -175,325 -43%
Citigroup
23
Citigroup
New York
$11M -$2.52K -59 -0%
Ameriprise
24
Ameriprise
Minnesota
$10.6M +$9.23M +215,923 +2,478%
PFPT
25
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.2M -$2.28M -53,283 -20%