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State Street SPDR Portfolio Intermediate Term Treasury ETF

332 hedge funds and large institutions have $5.91B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 151 increasing their positions, 96 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 96

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

13% more capital invested

Capital invested by funds: $5.23B → $5.91B (+$676M)

5% more funds holding

Funds holding: 317332 (+15)

0.72% less ownership

Funds ownership: 90.25%89.52% (-0.72%)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $23K

Holders
332
Holders Change
+15
Holders Change %
+4.73%
% of All Funds
4.77%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.43%
New
46
Increased
151
Reduced
96
Closed
30
Calls
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$368K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Axxcess Wealth Management
California
$382K -$14.8K -516 -4%
CIA
227
Capital Investment Advisors
Georgia
$357K -$35.8K -1,248 -9%
AAS
228
Avantax Advisory Services
Texas
$353K -$245K -8,520 -41%
Jones Financial Companies
229
Jones Financial Companies
Missouri
$347K +$99.1K +3,451 +41%
CW
230
Cook Wealth
North Carolina
$347K
AG
231
Ascent Group
Virginia
$341K -$15.4K -536 -4%
BSHC
232
Breed's Hill Capital
Massachusetts
$339K
MCWS
233
McKinley Carter Wealth Services
West Virginia
$336K +$39.6K +1,381 +14%
AWM
234
AE Wealth Management
Kansas
$330K -$23.4K -814 -7%
EAM
235
Empirical Asset Management
Massachusetts
$315K +$2.3K +80 +0.2%
SIM
236
Stratos Investment Management
Ohio
$311K +$307K +10,691 New
ML
237
McAdam LLC
Pennsylvania
$308K -$34K -1,186 -10%
Creative Planning
238
Creative Planning
Kansas
$295K -$15.2K -530 -5%
CAM
239
Clark Asset Management
New Hampshire
$292K +$288K +10,048 New
LWM
240
LongView Wealth Management
Georgia
$289K -$111K -3,851 -28%
Fidelity Investments
241
Fidelity Investments
Massachusetts
$280K +$258K +8,976 +1,396%
BF
242
Brooklyn FI
New York
$270K +$267K +9,294 New
ACM
243
AlphaStar Capital Management
North Carolina
$269K -$41.3K -1,440 -13%
MWM
244
Modern Wealth Management
Kansas
$263K +$260K +9,057 New
BWM
245
Brophy Wealth Management
New Hampshire
$259K +$256K +8,923 New
ACP
246
Aveo Capital Partners
Colorado
$255K -$316 -11 -0.1%
RWM
247
RKL Wealth Management
Pennsylvania
$255K +$252K +8,762 New
SWM
248
Seaside Wealth Management
California
$254K
IPWA
249
International Private Wealth Advisors
California
$252K
GWM
250
Geneos Wealth Management
Colorado
$249K -$39.6K -1,380 -14%

SPTI Hedge Fund Activity: Q3 2024 in Review

332 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q3 2024, worth a combined $5.91B — up 13% from $5.23B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SPTI positions and 30 closed out — a net gain of 16 holders — while 151 added to existing stakes and 96 trimmed.

The largest buyer was Mather Group, adding an estimated $153M. The largest seller was JP Morgan Chase, cutting an estimated $44.3M.

  • 332 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q3 2024, up from 317 in Q2 2024.
  • Funds reported $5.91B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q3 2024 and 30 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q3 2024 was Mather Group, an estimated $153M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q3 2024 was JP Morgan Chase, an estimated $44.3M sold.

Based on aggregated 13F filings for Q3 2024.