State Street SPDR Portfolio Long Term Treasury ETF
SPTL
206 hedge funds and large institutions have $2.94B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 79 reducing their positions, and 57 closing their positions.
21% more capital invested
Capital invested by funds: $2.42B → $2.94B (+$514M)
6.68% more ownership
Funds ownership: 85.82% → 92.49% (+6.7%)
9% less funds holding
Funds holding: 226 → 206 (-20)
19% less funds holding in top 10
Funds holding in top 10: 16 → 13 (-3)
20% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 79
28% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$692M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$272M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$128M |
| 4 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$59M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$29.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$53M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$37.3M |
| 3 |
State Street
Boston,
Massachusetts
|
-$32.3M |
| 4 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$30M |
| 5 |
PFPT
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
-$28.7M |
SPTL Hedge Fund Activity: Q1 2021 in Review
206 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) for Q1 2021, worth a combined $2.94B — up 21% from $2.42B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of SPTL and 41 opened new positions — a net loss of 16 holders — while 79 trimmed existing stakes and 63 added.
The largest buyer was Fisher Asset Management, adding an estimated $692M. The largest seller was AssetMark Inc, cutting an estimated $53M.
- 206 institutional investors held State Street SPDR Portfolio Long Term Treasury ETF (SPTL) as of Q1 2021, down from 226 in Q4 2020.
- Funds reported $2.94B of State Street SPDR Portfolio Long Term Treasury ETF stock for Q1 2021, up 21% quarter-over-quarter.
- 41 funds opened new State Street SPDR Portfolio Long Term Treasury ETF positions in Q1 2021 and 57 closed out, a net change of -16 holders.
- The largest State Street SPDR Portfolio Long Term Treasury ETF buyer in Q1 2021 was Fisher Asset Management, an estimated $692M added.
- The largest State Street SPDR Portfolio Long Term Treasury ETF seller in Q1 2021 was AssetMark Inc, an estimated $53M sold.
Based on aggregated 13F filings for Q1 2021.