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State Street SPDR Portfolio Long Term Treasury ETF

226 hedge funds and large institutions have $2.42B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 93 increasing their positions, 52 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

79% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 52

12% more funds holding

Funds holding: 202226 (+24)

9% more capital invested

Capital invested by funds: $2.22B → $2.42B (+$208M)

0.12% less ownership

Funds ownership: 85.94%85.82% (-0.12%)

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
226
Holders Change
+24
Holders Change %
+11.88%
% of All Funds
4%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.28%
New
61
Increased
93
Reduced
52
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$628M +$122M +2,694,491 +24%
Financial Engines Advisors
2
Financial Engines Advisors
California
$412M +$102M +2,247,771 +33%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$121M -$10.4M -229,154 -8%
LMIM
4
Lockheed Martin Investment Management
Maryland
$110M +$24.2M +532,000 +28%
UBS Group
5
UBS Group
Switzerland
$103M +$16.4M +361,479 +19%
MERSOM
6
Municipal Employees' Retirement System of Michigan
Michigan
$94M +$61.9M +1,363,199 +190%
LPL Financial
7
LPL Financial
California
$93M -$5.71M -125,613 -6%
Osaic Holdings
8
Osaic Holdings
Arizona
$73.8M -$11.5M -253,780 -13%
Stifel Financial
9
Stifel Financial
Missouri
$67.5M +$2.69M +59,123 +4%
AssetMark Inc
10
AssetMark Inc
California
$57.6M +$57.9M +1,274,372 +141,754%
CWM
11
Comprehensive Wealth Management
Washington
$40.8M +$41.1M +904,957 New
Charles Schwab
12
Charles Schwab
California
$37.3M +$1.27M +27,944 +3%
SKK
13
Shepherd Kaplan Krochuk
Massachusetts
$29.3M +$4.38M +96,478 +17%
PFPT
14
Pinnacle Financial Partners (Tennessee)
Tennessee
$28.7M +$2.39M +52,570 +9%
TAIM
15
TD Ameritrade Investment Management
Nebraska
$27M +$5.95M +130,877 +28%
WU
16
Wealthsimple US
New York
$24.5M +$4.72M +103,952 +24%
Bank of America
17
Bank of America
North Carolina
$23.3M +$1.48M +32,615 +7%
FHC
18
First Heartland Consultants
Missouri
$22M +$7.68M +169,097 +53%
SWIG
19
Strategic Wealth Investment Group
Kentucky
$21.1M +$5.68M +124,995 +37%
KF
20
Krilogy Financial
Missouri
$20.1M +$1.29M +28,281 +7%
AFA
21
AllGen Financial Advisors
Florida
$14.4M +$14.5M +318,654 New
CCP
22
Cardan Capital Partners
Colorado
$13.8M +$416K +9,144 +3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$13.4M +$787K +17,313 +6%
ML
24
McAdam LLC
Pennsylvania
$12.4M +$3.18M +69,894 +32%
IA
25
IFS Advisors
Kansas
$11.3M +$11.4M +250,068 New