State Street SPDR Portfolio Long Term Treasury ETF
SPTL
387 hedge funds and large institutions have $8.02B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 147 increasing their positions, 112 reducing their positions, and 53 closing their positions.
304% more call options, than puts
Call options by funds: $5.59M | Put options by funds: $1.38M
102% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 53
94% more funds holding in top 10
Funds holding in top 10: 18 → 35 (+17)
31% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 112
21% more capital invested
Capital invested by funds: $6.63B → $8.02B (+$1.38B)
16% more funds holding
Funds holding: 334 → 387 (+53)
4.91% less ownership
Funds ownership: 99.67% → 94.76% (-4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$101M |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$94.4M |
| 3 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
+$82.6M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$58M |
| 5 |
State Street
Boston,
Massachusetts
|
+$52.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$112M |
| 2 |
SF
Synovus Financial
Columbus,
Georgia
|
-$82.6M |
| 3 |
Morgan Stanley
New York
|
-$66.7M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$42M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$36.9M |
SPTL Hedge Fund Activity: Q4 2023 in Review
387 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) for Q4 2023, worth a combined $8.02B — up 21% from $6.63B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new SPTL positions and 53 closed out — a net gain of 54 holders — while 147 added to existing stakes and 112 trimmed.
The largest buyer was Congress Wealth Management, opening a new position worth an estimated $101M. The largest seller was Goldman Sachs, exiting entirely with an estimated $112M sold.
- 387 institutional investors held State Street SPDR Portfolio Long Term Treasury ETF (SPTL) as of Q4 2023, up from 334 in Q3 2023.
- Funds reported $8.02B of State Street SPDR Portfolio Long Term Treasury ETF stock for Q4 2023, up 21% quarter-over-quarter.
- 107 funds opened new State Street SPDR Portfolio Long Term Treasury ETF positions in Q4 2023 and 53 closed out, a net change of +54 holders.
- The largest State Street SPDR Portfolio Long Term Treasury ETF buyer in Q4 2023 was Congress Wealth Management, an estimated $101M added.
- The largest State Street SPDR Portfolio Long Term Treasury ETF seller in Q4 2023 was Goldman Sachs, an estimated $112M sold.
Based on aggregated 13F filings for Q4 2023.