State Street SPDR Portfolio Long Term Treasury ETF
SPTL
181 hedge funds and large institutions have $1.29B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 29 closing their positions.
90% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 29
27% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 51
27% more funds holding in top 10
Funds holding in top 10: 15 → 19 (+4)
16% more funds holding
Funds holding: 156 → 181 (+25)
1.5% more ownership
Funds ownership: 68.24% → 69.74% (+1.5%)
1% less capital invested
Capital invested by funds: $1.31B → $1.29B (-$17M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$67.9M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$28.9M |
| 3 |
KP
Keel Point
Huntsville,
Alabama
|
+$13.8M |
| 4 |
BlackRock
New York
|
+$9.39M |
| 5 |
LPL Financial
San Diego,
California
|
+$7.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$78.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$12.6M |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$9.78M |
| 5 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
-$7.82M |
SPTL Hedge Fund Activity: Q4 2019 in Review
181 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) for Q4 2019, worth a combined $1.29B — down 1.3% from $1.31B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new SPTL positions and 29 closed out — a net gain of 26 holders — while 65 added to existing stakes and 51 trimmed.
The largest buyer was Municipal Employees' Retirement System of Michigan, opening a new position worth an estimated $67.9M. The largest seller was State Street, cutting an estimated $78.4M.
- 181 institutional investors held State Street SPDR Portfolio Long Term Treasury ETF (SPTL) as of Q4 2019, up from 156 in Q3 2019.
- Funds reported $1.29B of State Street SPDR Portfolio Long Term Treasury ETF stock for Q4 2019, down 1.3% quarter-over-quarter.
- 55 funds opened new State Street SPDR Portfolio Long Term Treasury ETF positions in Q4 2019 and 29 closed out, a net change of +26 holders.
- The largest State Street SPDR Portfolio Long Term Treasury ETF buyer in Q4 2019 was Municipal Employees' Retirement System of Michigan, an estimated $67.9M added.
- The largest State Street SPDR Portfolio Long Term Treasury ETF seller in Q4 2019 was State Street, an estimated $78.4M sold.
Based on aggregated 13F filings for Q4 2019.