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State Street SPDR Portfolio Long Term Treasury ETF

334 hedge funds and large institutions have $6.63B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 152 increasing their positions, 100 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 100

4.19% more ownership

Funds ownership: 95.47%99.67% (+4.2%)

7% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 55

2% more capital invested

Capital invested by funds: $6.49B → $6.63B (+$148M)

0% more funds holding

Funds holding: 333334 (+1)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

83% less call options, than puts

Call options by funds: $356K | Put options by funds: $2.13M

Holders
334
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.3%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
59
Increased
152
Reduced
100
Closed
55
Calls
$356K
Puts
$2.13M
Net Calls
-$1.78M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
51
Jane Street
New York
$10.9M -$41.8M -1,486,096 -78%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$10.8M -$2.19M -77,780 -16%
RIM
53
Redwood Investment Management
Arizona
$10.6M +$7.09M +251,968 +163%
CWG
54
Cornerstone Wealth Group
North Carolina
$10.5M +$9.3M +330,335 +454%
CAN
55
Cetera Advisor Networks
California
$10.5M +$950K +33,751 +9%
HI
56
Horizon Investments
North Carolina
$10.4M +$1.29M +45,855 +13%
Mariner
57
Mariner
Kansas
$9.64M -$2.87M -101,896 -22%
SFS
58
Security Financial Services
Indiana
$8.66M +$3.54M +125,794 +61%
CIAS
59
CFS Investment Advisory Services
New Jersey
$8.65M +$191K +6,794 +2%
CSPAM
60
Cary Street Partners Asset Management
Virginia
$8.59M +$872K +30,980 +10%
GAG
61
GM Advisory Group
New York
$8.45M -$37.1M -1,319,380 -80%
CL
62
Choreo LLC
Illinois
$8.18M +$1.71M +60,801 +24%
TVAMP
63
Tennessee Valley Asset Management Partners
Tennessee
$7.95M +$332K +11,809 +4%
FGA
64
Fortis Group Advisors
New Jersey
$7.31M +$1.54M +54,892 +30%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$7.24M +$671K +23,852 +9%
IG
66
ING Group
Netherlands
$6.9M -$1.3M -46,200 -15%
WAM
67
WNY Asset Management
New York
$6.7M +$235K +8,359 +3%
MG
68
Mather Group
Illinois
$6.64M +$3.18M +113,174 +81%
BFG
69
Buttonwood Financial Group
Missouri
$6.59M +$1.9M +67,564 +34%
HW
70
Hedeker Wealth
Illinois
$6.53M +$274K +9,731 +4%
SFG
71
Snider Financial Group
Washington
$6.49M +$3.63M +128,934 +108%
TC
72
Trilogy Capital
California
$6.24M -$92.5K -3,287 -1%
IA
73
IFG Advisory
Georgia
$6.12M +$5.19M +184,413 +371%
PAS
74
Park Avenue Securities
New York
$6.01M +$256K +9,114 +4%
NA
75
NewEdge Advisors
Louisiana
$5.68M +$1.38M +49,145 +29%

SPTL Hedge Fund Activity: Q3 2023 in Review

334 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) for Q3 2023, worth a combined $6.63B — up 2.3% from $6.49B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SPTL positions and 55 closed out — a net gain of 4 holders — while 152 added to existing stakes and 100 trimmed.

The largest buyer was Bank of America, adding an estimated $276M. The largest seller was Morgan Stanley, cutting an estimated $62.4M.

  • 334 institutional investors held State Street SPDR Portfolio Long Term Treasury ETF (SPTL) as of Q3 2023, up from 333 in Q2 2023.
  • Funds reported $6.63B of State Street SPDR Portfolio Long Term Treasury ETF stock for Q3 2023, up 2.3% quarter-over-quarter.
  • 59 funds opened new State Street SPDR Portfolio Long Term Treasury ETF positions in Q3 2023 and 55 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Long Term Treasury ETF buyer in Q3 2023 was Bank of America, an estimated $276M added.
  • The largest State Street SPDR Portfolio Long Term Treasury ETF seller in Q3 2023 was Morgan Stanley, an estimated $62.4M sold.

Based on aggregated 13F filings for Q3 2023.