State Street SPDR Portfolio Long Term Treasury ETF
SPTL
24 hedge funds and large institutions have $33.5M invested in State Street SPDR Portfolio Long Term Treasury ETF in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
9% more funds holding
Funds holding: 22 → 24 (+2)
5% more capital invested
Capital invested by funds: $32.1M → $33.5M (+$1.45M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
47.85% less ownership
Funds ownership: 125.72% → 77.87% (-48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$2.44M |
| 2 |
Goldman Sachs
New York
|
+$994K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$647K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$410K |
| 5 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$409K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.29M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$833K |
| 3 |
BCM
Bluefin Capital Management
New York
|
-$600K |
| 4 |
State Street
Boston,
Massachusetts
|
-$593K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$574K |
SPTL Hedge Fund Activity: Q2 2014 in Review
24 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) for Q2 2014, worth a combined $33.5M — up 4.5% from $32.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SPTL positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 11 trimmed.
The largest buyer was NewSquare Capital, adding an estimated $2.44M. The largest seller was Wells Fargo, cutting an estimated $1.29M.
- 24 institutional investors held State Street SPDR Portfolio Long Term Treasury ETF (SPTL) as of Q2 2014, up from 22 in Q1 2014.
- Funds reported $33.5M of State Street SPDR Portfolio Long Term Treasury ETF stock for Q2 2014, up 4.5% quarter-over-quarter.
- 3 funds opened new State Street SPDR Portfolio Long Term Treasury ETF positions in Q2 2014 and 1 closed out, a net change of +2 holders.
- The largest State Street SPDR Portfolio Long Term Treasury ETF buyer in Q2 2014 was NewSquare Capital, an estimated $2.44M added.
- The largest State Street SPDR Portfolio Long Term Treasury ETF seller in Q2 2014 was Wells Fargo, an estimated $1.29M sold.
Based on aggregated 13F filings for Q2 2014.