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State Street SPDR Portfolio Long Term Treasury ETF

220 hedge funds and large institutions have $3.89B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

28% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 67

9% more capital invested

Capital invested by funds: $3.57B → $3.89B (+$317M)

2.4% more ownership

Funds ownership: 95.8%98.2% (+2.4%)

2% more funds holding

Funds holding: 216220 (+4)

Holders
220
Holders Change
+4
Holders Change %
+1.85%
% of All Funds
3.85%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
36
Increased
86
Reduced
67
Closed
28
Calls
$219K
Puts
Net Calls
+$219K
Net Calls Change
+$219K
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$853M +$74.4M +1,752,094 +9%
Financial Engines Advisors
2
Financial Engines Advisors
California
$775M +$46.9M +1,103,815 +6%
State Street
3
State Street
Massachusetts
$736M +$21.8M +512,655 +3%
NSLI
4
Nan Shan Life Insurance
Taiwan
$177M +$182M +4,298,000 New
Morgan Stanley
5
Morgan Stanley
New York
$139M +$140M +3,299,540 +4,437%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$126M -$213K -5,018 -0.2%
LPL Financial
7
LPL Financial
California
$79.6M +$4.71M +110,852 +6%
Bank of America
8
Bank of America
North Carolina
$76.6M +$12.1M +284,784 +18%
UBS Group
9
UBS Group
Switzerland
$75.2M +$10.7M +252,555 +16%
Osaic Holdings
10
Osaic Holdings
Arizona
$63.7M +$4.12M +97,048 +7%
Jane Street
11
Jane Street
New York
$52.2M -$82.9M -1,952,188 -61%
SWIG
12
Strategic Wealth Investment Group
Kentucky
$49.5M +$12.3M +289,726 +32%
Stifel Financial
13
Stifel Financial
Missouri
$48.7M -$26.2M -616,097 -34%
FTUS
14
Flow Traders U.S.
New York
$31.6M +$32.5M +766,348 New
IDA
15
Intelligence Driven Advisers
California
$27.2M +$2M +47,043 +8%
TCM
16
Tradewinds Capital Management
Washington
$27.1M +$27.9M +656,440 +308,188%
TAIM
17
TD Ameritrade Investment Management
Nebraska
$21.8M -$6.29M -148,217 -24%
SKK
18
Shepherd Kaplan Krochuk
Massachusetts
$21.3M +$5.41M +127,346 +33%
LMIM
19
Lockheed Martin Investment Management
Maryland
$20.6M -$2.44M -57,400 -10%
FHA
20
Flagship Harbor Advisors
Massachusetts
$19.8M
MD
21
Money Design
Japan
$19.1M -$203K -4,781 -1%
AFA
22
AllGen Financial Advisors
Florida
$18.9M +$3.58M +84,375 +23%
KF
23
Krilogy Financial
Missouri
$16.8M -$887K -20,887 -5%
TA
24
Tectonic Advisors
Texas
$15.9M +$2.39M +56,414 +17%
OBWP
25
O'Brien Wealth Partners
Massachusetts
$15.7M +$1.82M +42,978 +13%