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State Street SPDR Portfolio Long Term Treasury ETF

207 hedge funds and large institutions have $2.94B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 79 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $2.42B → $2.94B (+$513M)

6.68% more ownership

Funds ownership: 85.82%92.5% (+6.7%)

8% less funds holding

Funds holding: 226207 (-19)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

20% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 79

28% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 57

Holders
207
Holders Change
-19
Holders Change %
-8.41%
% of All Funds
3.63%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.23%
New
41
Increased
63
Reduced
79
Closed
57
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$649M +$692M +16,645,664 +370,315%
Financial Engines Advisors
2
Financial Engines Advisors
California
$611M +$272M +6,536,209 +72%
State Street
3
State Street
Massachusetts
$512M -$32.3M -776,214 -6%
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$136M +$59M +1,419,318 +68%
Citadel Advisors
5
Citadel Advisors
Florida
$121M +$128M +3,087,044 +15,146%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$101M -$3.6M -86,674 -3%
LPL Financial
7
LPL Financial
California
$76M -$4.68M -112,665 -5%
UBS Group
8
UBS Group
Switzerland
$74M -$16.3M -391,070 -17%
Stifel Financial
9
Stifel Financial
Missouri
$67M +$9.25M +222,439 +15%
LMIM
10
Lockheed Martin Investment Management
Maryland
$66.5M -$30M -721,100 -30%
Osaic Holdings
11
Osaic Holdings
Arizona
$53.7M -$10.7M -258,011 -16%
Bank of America
12
Bank of America
North Carolina
$47.7M +$29.4M +707,286 +137%
TAIM
13
TD Ameritrade Investment Management
Nebraska
$27M
SWIG
14
Strategic Wealth Investment Group
Kentucky
$24.6M +$6.84M +164,560 +35%
WU
15
Wealthsimple US
New York
$21.3M +$118K +2,848 +0.5%
KF
16
Krilogy Financial
Missouri
$19.4M +$2.18M +52,419 +12%
SKK
17
Shepherd Kaplan Krochuk
Massachusetts
$18.3M -$7.5M -180,355 -28%
MD
18
Money Design
Japan
$18.2M +$14.1M +340,293 +269%
AFA
19
AllGen Financial Advisors
Florida
$14.5M +$2.93M +70,557 +22%
ML
20
McAdam LLC
Pennsylvania
$13.8M +$2.79M +67,181 +23%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$13.6M +$2.11M +50,864 +17%
Citigroup
22
Citigroup
New York
$10.3M +$1.46M +35,002 +15%
TA
23
Tectonic Advisors
Texas
$10.2M +$5.79M +139,267 +114%
CWM
24
Comprehensive Wealth Management
Washington
$10.2M -$26.8M -644,216 -71%
ACM
25
AlphaStar Capital Management
North Carolina
$8.55M +$84.6K +2,035 +0.9%