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State Street SPDR Portfolio Intermediate Term Treasury ETF

236 hedge funds and large institutions have $3.31B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 79 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 19

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

20% more funds holding

Funds holding: 197236 (+39)

1% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 80

9% less capital invested

Capital invested by funds: $3.63B → $3.31B (-$318M)

10.32% less ownership

Funds ownership: 92.57%82.25% (-10%)

Holders
236
Holders Change
+39
Holders Change %
+19.8%
% of All Funds
3.98%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.35%
New
58
Increased
79
Reduced
80
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
226
Cambridge Trust
Massachusetts
$4K +$4.43K +150 New
M1FG
227
Mach-1 Financial Group
Arkansas
$4K +$4.93K +167 New
KSWA
228
Kathleen S. Wright Associates
Pennsylvania
$3K -$13.1K -443 -79%
CP
229
Castleview Partners
Texas
$2.85K -$3.37K -114 -70%
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$2K
PP
231
Pacifica Partners
Canada
$2K +$2.33K +79 New
LPWM
232
Lake Point Wealth Management
Texas
$2K +$2.39K +81 New
US Bancorp
233
US Bancorp
Minnesota
$2K +$2.39K +81 New
MFAM
234
M Financial Asset Management
Oregon
$1K
PA
235
PSI Advisors
Florida
$1K
CWP
236
Concord Wealth Partners
Virginia
$1K +$1.18K +40 New
5L
237
55I LLC
Massachusetts
-$22.8M -753,464 Closed
William Blair & Company
238
William Blair & Company
Illinois
-$4.28M -141,348 Closed
AWA
239
Arete Wealth Advisors
Illinois
-$2.45M -80,959 Closed
MWA
240
MFA Wealth Advisors
Pennsylvania
-$981K -32,375 Closed
CCFM
241
Clear Creek Financial Management
Washington
-$567K -18,734 Closed
PWG
242
Private Wealth Group
Florida
-$420K -13,882 Closed
BI
243
Berkeley Inc
Idaho
-$392K -12,953 Closed
FSG
244
Financial Strategies Group
Michigan
-$340K -11,234 Closed
GVAG
245
Great Valley Advisor Group
Delaware
-$285K -9,423 Closed
PWA
246
Physician Wealth Advisors
Utah
-$215K -7,265 Closed
CRI
247
Colonial River Investments
Virginia
-$206K -6,791 Closed
CPFP
248
Clear Perspectives Financial Planning
Ohio
-$195K -6,445 Closed
ED
249
Exane Derivatives
France
-$146K -4,804 Closed
AF
250
Allworth Financial
California
-$81K -2,680 Closed

SPTI Hedge Fund Activity: Q2 2022 in Review

236 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q2 2022, worth a combined $3.31B — down 8.8% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPTI positions and 19 closed out — a net gain of 39 holders — while 79 added to existing stakes and 80 trimmed.

The largest buyer was Congress Wealth Management, opening a new position worth an estimated $81.3M. The largest seller was Jane Street, cutting an estimated $280M.

  • 236 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q2 2022, up from 197 in Q1 2022.
  • Funds reported $3.31B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q2 2022, down 8.8% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q2 2022 and 19 closed out, a net change of +39 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q2 2022 was Congress Wealth Management, an estimated $81.3M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q2 2022 was Jane Street, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2022.