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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
EH
76
Equitable Holdings
New York
$5.67M +$2.97M +105,567 +95%
SPIA
77
Steward Partners Investment Advisory
New York
$5.48M +$2.2M +78,237 +60%
MM
78
Main Management
California
$5.47M +$5.88M +209,087 New
FLA
79
Financial Life Advisors
Texas
$5.37M +$300K +10,652 +5%
DA
80
Detalus Advisors
Missouri
$5.35M +$3.4M +120,786 +144%
SRSA
81
S.R. Schill & Associates
Washington
$5.29M +$463K +16,463 +9%
APA
82
Astoria Portfolio Advisors
New York
$4.96M -$5.78M -205,273 -51%
FVWA
83
Foster Victor Wealth Advisors
South Carolina
$4.85M +$298K +10,595 +6%
HighTower Advisors
84
HighTower Advisors
Illinois
$4.84M +$1.94M +69,035 +60%
AWS
85
Atria Wealth Solutions
New York
$4.6M +$1.17M +41,615 +31%
IWM
86
IHT Wealth Management
Illinois
$4.45M -$6.44M -228,884 -57%
PFA
87
Peak Financial Advisors
Colorado
$4.43M -$1.73M -61,377 -27%
GIA
88
Gladstone Institutional Advisory
Florida
$4.36M +$38.7K +1,376 +0.8%
RL
89
Retireful LLC
Michigan
$4.34M +$4.67M +165,985 New
KCM
90
KM Capital Management
Texas
$4.13M +$1.84M +65,269 +70%
RVM
91
Robinson Value Management
Texas
$4.1M +$255K +9,079 +6%
HPA
92
High Probability Advisors
New York
$3.99M +$248K +8,820 +6%
KF
93
Krilogy Financial
Missouri
$3.97M -$160K -5,702 -4%
SWP
94
Stratos Wealth Partners
Ohio
$3.94M +$455K +16,154 +12%
GC
95
Guggenheim Capital
Illinois
$3.91M +$705K +25,051 +20%
BA
96
BCM Advisors
Louisiana
$3.85M +$165K +5,880 +4%
HPC
97
Hobart Private Capital
North Carolina
$3.74M +$1.63M +57,791 +68%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$3.73M +$161K +5,717 +4%
FAM
99
Frontier Asset Management
Wyoming
$3.67M -$205K -7,298 -5%
SGI
100
Summit Global Investments
Utah
$3.66M -$3.58M -127,217 -48%

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.