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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
FPB
201
First PREMIER Bank
South Dakota
$4K
CAL
202
Capital Analysts LLC
Pennsylvania
$4K +$2.89K +68 +179%
BAM
203
Bellevue Asset Management
Washington
$3K
BA
204
Bellwether Advisors
Nebraska
$3K
OSAM
205
O'Shaughnessy Asset Management
Connecticut
$3K +$3.1K +73 New
ACA
206
Aptus Capital Advisors
Alabama
$2K -$1.87K -44 -49%
GI
207
Gradient Investments
Minnesota
$2K -$1.15K -27 -42%
US Bancorp
208
US Bancorp
Minnesota
$2K
FCA
209
FinTrust Capital Advisors
South Carolina
$2K +$2K +47 New
SBL
210
Sargent Bickham Lagudis
Colorado
$1K -$13.3K -314 -93%
AW
211
Avion Wealth
Texas
$1K
EWM
212
Endurance Wealth Management
Rhode Island
$1K
IF
213
Ironwood Financial
Arizona
$1K
LPWM
214
Lake Point Wealth Management
Texas
$1K
WWM
215
Wolff Wiese Magana
California
$1K +$1.1K +26 New
CFA
216
Cahill Financial Advisors
Minnesota
$1K +$1.4K +33 New
BCMIO
217
Beacon Capital Management Inc (Ohio)
Ohio
-$192M -1,889,583 Closed
SMM
218
Stadion Money Management
Georgia
-$8.05M -195,039 Closed
Citadel Advisors
219
Citadel Advisors
Florida
-$6.43M -151,391 Closed
IMC Chicago
220
IMC Chicago
Illinois
-$2.47M -59,763 Closed
ARC
221
Advisor Resource Council
Texas
-$1.39M -33,691 Closed
NA
222
NewEdge Advisors
Louisiana
-$1.3M -31,496 Closed
SMG
223
Smart Money Group
Texas
-$1.32M -28,165 Closed
LFF
224
Level Four Financial
Texas
-$1.07M -25,890 Closed
LCP
225
Legacy Capital Partners
Wisconsin
-$612K -14,823 Closed

SPTL Hedge Fund Activity: Q3 2021 in Review

220 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) for Q3 2021, worth a combined $3.89B — up 8.9% from $3.57B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SPTL positions and 28 closed out — a net gain of 8 holders — while 86 added to existing stakes and 67 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $182M. The largest seller was Beacon Capital Management Inc (Ohio), exiting entirely with an estimated $192M sold.

  • 220 institutional investors held State Street SPDR Portfolio Long Term Treasury ETF (SPTL) as of Q3 2021, up from 216 in Q2 2021.
  • Funds reported $3.89B of State Street SPDR Portfolio Long Term Treasury ETF stock for Q3 2021, up 8.9% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Portfolio Long Term Treasury ETF positions in Q3 2021 and 28 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio Long Term Treasury ETF buyer in Q3 2021 was Nan Shan Life Insurance, an estimated $182M added.
  • The largest State Street SPDR Portfolio Long Term Treasury ETF seller in Q3 2021 was Beacon Capital Management Inc (Ohio), an estimated $192M sold.

Based on aggregated 13F filings for Q3 2021.