State Street SPDR Portfolio Long Term Treasury ETF
SPTL
437 hedge funds and large institutions have $10.8B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 188 increasing their positions, 142 reducing their positions, and 43 closing their positions.
1,292% more call options, than puts
Call options by funds: $7.68M | Put options by funds: $552K
77% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 43
32% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 142
15% more capital invested
Capital invested by funds: $9.4B → $10.8B (+$1.39B)
7% more funds holding
Funds holding: 409 → 437 (+28)
1.9% less ownership
Funds ownership: 94.59% → 92.69% (-1.9%)
4% less funds holding in top 10
Funds holding in top 10: 27 → 26 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$232M |
| 2 |
MG
Mather Group
Chicago,
Illinois
|
+$107M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$99.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$66.2M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$55.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$146M |
| 2 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
-$37M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$31M |
| 4 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
-$12.8M |
| 5 |
LJAC
L.J. Altfest & Co
New York
|
-$12.2M |
SPTL Hedge Fund Activity: Q3 2024 in Review
437 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) for Q3 2024, worth a combined $10.8B — up 15% from $9.4B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new SPTL positions and 43 closed out — a net gain of 33 holders — while 188 added to existing stakes and 142 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $232M. The largest seller was Fidelity Investments, cutting an estimated $146M.
- 437 institutional investors held State Street SPDR Portfolio Long Term Treasury ETF (SPTL) as of Q3 2024, up from 409 in Q2 2024.
- Funds reported $10.8B of State Street SPDR Portfolio Long Term Treasury ETF stock for Q3 2024, up 15% quarter-over-quarter.
- 76 funds opened new State Street SPDR Portfolio Long Term Treasury ETF positions in Q3 2024 and 43 closed out, a net change of +33 holders.
- The largest State Street SPDR Portfolio Long Term Treasury ETF buyer in Q3 2024 was Fisher Asset Management, an estimated $232M added.
- The largest State Street SPDR Portfolio Long Term Treasury ETF seller in Q3 2024 was Fidelity Investments, an estimated $146M sold.
Based on aggregated 13F filings for Q3 2024.