State Street SPDR Portfolio Long Term Treasury ETF
SPTL
144 hedge funds and large institutions have $1.25B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 19 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 36
68% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 19
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
11% more capital invested
Capital invested by funds: $1.13B → $1.25B (+$121M)
8% more funds holding
Funds holding: 133 → 144 (+11)
0.63% more ownership
Funds ownership: 73.29% → 73.93% (+0.63%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$35.4M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$21.4M |
| 3 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$21.1M |
| 4 |
CWSR
Chessman Wealth Strategies RIA
Dallas,
Texas
|
+$19.5M |
| 5 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$74.3M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$7.93M |
| 3 |
Morgan Stanley
New York
|
-$7.01M |
| 4 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$5.19M |
| 5 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
-$4.9M |
SPTL Hedge Fund Activity: Q1 2019 in Review
144 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) for Q1 2019, worth a combined $1.25B — up 11% from $1.13B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SPTL positions and 19 closed out — a net gain of 13 holders — while 65 added to existing stakes and 36 trimmed.
The largest buyer was State Street, adding an estimated $35.4M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $74.3M.
- 144 institutional investors held State Street SPDR Portfolio Long Term Treasury ETF (SPTL) as of Q1 2019, up from 133 in Q4 2018.
- Funds reported $1.25B of State Street SPDR Portfolio Long Term Treasury ETF stock for Q1 2019, up 11% quarter-over-quarter.
- 32 funds opened new State Street SPDR Portfolio Long Term Treasury ETF positions in Q1 2019 and 19 closed out, a net change of +13 holders.
- The largest State Street SPDR Portfolio Long Term Treasury ETF buyer in Q1 2019 was State Street, an estimated $35.4M added.
- The largest State Street SPDR Portfolio Long Term Treasury ETF seller in Q1 2019 was Charles Schwab Investment Advisory, an estimated $74.3M sold.
Based on aggregated 13F filings for Q1 2019.