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State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

317 hedge funds and large institutions have $5.23B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more funds holding in top 10

Funds holding in top 10: 26 → 31 (+5)

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

6% more capital invested

Capital invested by funds: $4.94B → $5.23B (+$286M)

1% more funds holding

Funds holding: 315 → 317 (+2)

1% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 122

2.65% less ownership

Funds ownership: 92.9% → 90.25% (-2.6%)

Holders
317
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
4.58%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.45%
New
40
Increased
121
Reduced
122
Closed
35
Calls
$345K
Puts
–
Net Calls
+$345K
Net Calls Change
+$286K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$64.5M
2
JP Morgan Chase
JP Morgan Chase
New York
+$36.4M
3
LPL Financial
LPL Financial
California
+$34.5M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$33.6M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
+$30.7M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$36.5M
2
NA
NewEdge Advisors
Louisiana
-$18M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$17M
4
MFG
Merit Financial Group
Georgia
-$12.5M
5
PAS
Park Avenue Securities
New York
-$8.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
226
Financial Enhancement Group
Indiana
$301K -$32.3K -1,162 -10%
ACM
227
AlphaStar Capital Management
North Carolina
$300K -$38.4K -1,379 -11%
Creative Planning
228
Creative Planning
Kansas
$299K +$31.3K +1,127 +12%
Prudential Financial
229
Prudential Financial
New Jersey
$288K +$8.51K +306 +3%
MPW
230
MA Private Wealth
California
$286K -$28.1K -1,010 -9%
MCWS
231
McKinley Carter Wealth Services
West Virginia
$285K +$7.51K +270 +3%
GWM
232
Geneos Wealth Management
Colorado
$279K -$6.12K -220 -2%
TSS
233
Two Sigma Securities
New York
$277K +$275K +9,896 New
APW
234
Austin Private Wealth
Texas
$266K -$67.1K -2,413 -20%
HFA
235
High Falls Advisors
New York
$257K +$255K +9,181 New
ACP
236
Aveo Capital Partners
Colorado
$246K -$187K -6,740 -43%
SWM
237
Seaside Wealth Management
California
$245K +$243K +8,733 New
IPWA
238
International Private Wealth Advisors
California
$243K -$67.2K -2,416 -22%
IA
239
IFP Advisors
Florida
$241K +$49.3K +1,772 +26%
AFWM
240
Abich Financial Wealth Management
Virginia
$238K +$65.1K +2,342 +38%
RA
241
Ransom Advisory
Rhode Island
$238K +$236K +8,500 New
Jones Financial Companies
242
Jones Financial Companies
Missouri
$237K +$111K +3,977 +89%
WA
243
WBH Advisory
Maryland
$236K -$53.6K -1,927 -19%
D
244
Diversified
Delaware
$227K +$834 +30 +0.4%
GT
245
Greenleaf Trust
Michigan
$224K -$195K -7,025 -47%
GHA
246
GW Henssler & Associates
Georgia
$211K – – –
HKIMG
247
Hutchens & Kramer Investment Management Group
Indiana
$209K -$1.84K -66 -0.9%
AWS
248
Atria Wealth Solutions
New York
$207K -$1.98M -71,036 -91%
SFC
249
Strategic Financial Concepts
Texas
$205K -$3.34K -120 -2%
TNBTD
250
Trustmark National Bank Trust Department
Mississippi
$201K – – –
8 9
10
11 12

SPTI Hedge Fund Activity: Q2 2024 in Review

317 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q2 2024, worth a combined $5.23B — up 5.8% from $4.94B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SPTI positions and 35 closed out — a net gain of 5 holders — while 121 added to existing stakes and 122 trimmed.

The largest buyer was Bank of America, adding an estimated $64.5M. The largest seller was Envestnet Asset Management, cutting an estimated $36.5M.

  • 317 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q2 2024, up from 315 in Q1 2024.
  • Funds reported $5.23B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q2 2024, up 5.8% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q2 2024 and 35 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q2 2024 was Bank of America, an estimated $64.5M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $36.5M sold.

Based on aggregated 13F filings for Q2 2024.