State Street SPDR Portfolio Long Term Treasury ETF
SPTL
203 hedge funds and large institutions have $1.43B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 55 increasing their positions, 74 reducing their positions, and 31 closing their positions.
84% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 31
12% more funds holding
Funds holding: 181 → 203 (+22)
11% more capital invested
Capital invested by funds: $1.29B → $1.43B (+$139M)
1.3% more ownership
Funds ownership: 69.74% → 71.04% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 19 → 19 (0)
26% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$49.7M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$47M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$39.6M |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$21.4M |
| 5 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$19.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$116M |
| 2 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$66.1M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$54.4M |
| 4 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$20.1M |
| 5 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$15.9M |
SPTL Hedge Fund Activity: Q1 2020 in Review
203 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) for Q1 2020, worth a combined $1.43B — up 11% from $1.29B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new SPTL positions and 31 closed out — a net gain of 26 holders — while 55 added to existing stakes and 74 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $49.7M. The largest seller was State Street, cutting an estimated $116M.
- 203 institutional investors held State Street SPDR Portfolio Long Term Treasury ETF (SPTL) as of Q1 2020, up from 181 in Q4 2019.
- Funds reported $1.43B of State Street SPDR Portfolio Long Term Treasury ETF stock for Q1 2020, up 11% quarter-over-quarter.
- 57 funds opened new State Street SPDR Portfolio Long Term Treasury ETF positions in Q1 2020 and 31 closed out, a net change of +26 holders.
- The largest State Street SPDR Portfolio Long Term Treasury ETF buyer in Q1 2020 was Charles Schwab, an estimated $49.7M added.
- The largest State Street SPDR Portfolio Long Term Treasury ETF seller in Q1 2020 was State Street, an estimated $116M sold.
Based on aggregated 13F filings for Q1 2020.