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State Street SPDR Portfolio Long Term Treasury ETF

216 hedge funds and large institutions have $3.57B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

21% more capital invested

Capital invested by funds: $2.94B → $3.57B (+$631M)

4% more funds holding

Funds holding: 207216 (+9)

3.3% more ownership

Funds ownership: 92.5%95.8% (+3.3%)

8% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 73

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
216
Holders Change
+9
Holders Change %
+4.35%
% of All Funds
3.76%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
44
Increased
79
Reduced
73
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
101
Level Four Advisory Services
Texas
$680K -$883K -22,060 -57%
WI
102
Wintrust Investments
Illinois
$675K +$654K +16,344 New
MSFS
103
Main Street Financial Solutions
Pennsylvania
$648K +$70.9K +1,772 +13%
TC
104
Tatro Capital
Kentucky
$621K +$26.4K +659 +5%
CP
105
Capital Planning
Washington
$616K +$597K +14,915 New
LCP
106
Legacy Capital Partners
Wisconsin
$612K -$50K -1,249 -8%
BIP
107
Blueprint Investment Partners
North Carolina
$602K +$583K +14,569 New
1WM
108
1900 Wealth Management
Texas
$590K -$375K -9,380 -40%
JP Morgan Chase
109
JP Morgan Chase
New York
$549K -$390K -9,741 -42%
CAAS
110
Capital Asset Advisory Services
Michigan
$548K +$369K +9,212 +227%
CWA
111
Centennial Wealth Advisory
Michigan
$547K +$301K +7,530 +132%
FPWM
112
FSB Premier Wealth Management
Iowa
$523K +$25.9K +648 +5%
ACP
113
Aveo Capital Partners
Colorado
$515K +$499K +12,479 New
Ameriprise
114
Ameriprise
Minnesota
$488K -$65.6K -1,639 -12%
ATPW
115
Ashton Thomas Private Wealth
Arizona
$485K -$205K -5,112 -30%
WCFA
116
Walkner Condon Financial Advisors
Wisconsin
$439K +$11.7K +293 +3%
TSS
117
Two Sigma Securities
New York
$432K +$418K +10,456 New
RF
118
RHS Financial
California
$402K -$15.9K -398 -4%
T
119
TRUADVICE
Florida
$386K +$361K +9,024 New
SIA
120
Strategic Investment Advisors
Michigan
$377K +$365K +9,122 New
BCM
121
Boltwood Capital Management
California
$353K -$66K -1,650 -16%
CIAS
122
Capital Investment Advisory Services
North Carolina
$347K -$5.36K -134 -2%
FFN
123
Focus Financial Network
Minnesota
$338K +$29.1K +728 +10%
CA
124
Calton & Associates
Florida
$325K -$45.1K -1,127 -13%
Creative Planning
125
Creative Planning
Kansas
$319K +$309K +7,713 New

SPTL Hedge Fund Activity: Q2 2021 in Review

216 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) for Q2 2021, worth a combined $3.57B — up 21% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SPTL positions and 31 closed out — a net gain of 13 holders — while 79 added to existing stakes and 73 trimmed.

The largest buyer was State Street, adding an estimated $167M. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $135M.

  • 216 institutional investors held State Street SPDR Portfolio Long Term Treasury ETF (SPTL) as of Q2 2021, up from 207 in Q1 2021.
  • Funds reported $3.57B of State Street SPDR Portfolio Long Term Treasury ETF stock for Q2 2021, up 21% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Portfolio Long Term Treasury ETF positions in Q2 2021 and 31 closed out, a net change of +13 holders.
  • The largest State Street SPDR Portfolio Long Term Treasury ETF buyer in Q2 2021 was State Street, an estimated $167M added.
  • The largest State Street SPDR Portfolio Long Term Treasury ETF seller in Q2 2021 was Municipal Employees' Retirement System of Michigan, an estimated $135M sold.

Based on aggregated 13F filings for Q2 2021.