We are live on ! Find out more
SPTI icon

State Street SPDR Portfolio Intermediate Term Treasury ETF

360 hedge funds and large institutions have $6.26B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 140 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 31

43% more funds holding in top 10

Funds holding in top 10: 3043 (+13)

13% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 124

8% more funds holding

Funds holding: 332360 (+28)

6% more capital invested

Capital invested by funds: $5.91B → $6.26B (+$350M)

2.53% more ownership

Funds ownership: 89.52%92.05% (+2.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
360
Holders Change
+28
Holders Change %
+8.43%
% of All Funds
4.74%
Holding in Top 10
43
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+43.33%
% of All Funds
0.57%
New
69
Increased
140
Reduced
124
Closed
31
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
226
Jones Financial Companies
Missouri
$452K +$122K +4,306 +36%
CRC
227
Curi RMB Capital
Illinois
$446K +$49.6K +1,753 +12%
MFS
228
Mattson Financial Services
Michigan
$444K -$25K -886 -5%
PCIA
229
Prime Capital Investment Advisors
Kansas
$440K -$64K -2,263 -13%
DAS
230
Diversify Advisory Services
Utah
$439K -$24.1K -854 -5%
CP
231
Clarendon Private
Massachusetts
$423K +$429K +15,163 New
AAS
232
Avantax Advisory Services
Texas
$420K +$81.8K +2,892 +24%
MFT
233
Moisand Fitzgerald Tamayo
Florida
$410K -$183K -6,481 -31%
AG
234
Ascent Group
Virginia
$401K +$74.7K +2,642 +22%
GI
235
Gradient Investments
Minnesota
$388K -$21.4M -756,163 -98%
RFS
236
Richardson Financial Services
Massachusetts
$388K -$36.4K -1,287 -8%
BCM
237
Brookstone Capital Management
Illinois
$386K -$7.6K -269 -2%
NP
238
NorthRock Partners
Minnesota
$386K -$401K -14,190 -51%
IWM
239
IHT Wealth Management
Illinois
$384K -$7.54M -266,647 -95%
EWM
240
Empirical Wealth Management
Washington
$378K +$383K +13,554 New
RW
241
Rede Wealth
Virginia
$366K -$187K -6,619 -34%
AP
242
Americana Partners
Texas
$365K -$60.5K -2,142 -14%
AWM
243
Axxcess Wealth Management
California
$363K -$3.42K -121 -0.9%
GS
244
GTS Securities
New York
$362K -$27.2K -961 -7%
Citigroup
245
Citigroup
New York
$362K -$9.89K -350 -3%
LMKC
246
L.M. Kohn & Company
Ohio
$360K -$1.2M -42,609 -77%
CW
247
Cook Wealth
North Carolina
$342K
MCWS
248
McKinley Carter Wealth Services
West Virginia
$339K +$16.6K +588 +5%
MWA
249
Medallion Wealth Advisors
Connecticut
$333K +$332K +11,755 New
Focus Partners Wealth
250
Focus Partners Wealth
Massachusetts
$324K +$328K +11,606 New

SPTI Hedge Fund Activity: Q4 2024 in Review

360 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q4 2024, worth a combined $6.26B — up 5.9% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SPTI positions and 31 closed out — a net gain of 38 holders — while 140 added to existing stakes and 124 trimmed.

The largest buyer was Mather Group, adding an estimated $77M. The largest seller was Bank of America, cutting an estimated $26.5M.

  • 360 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q4 2024, up from 332 in Q3 2024.
  • Funds reported $6.26B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q4 2024, up 5.9% quarter-over-quarter.
  • 69 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q4 2024 and 31 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q4 2024 was Mather Group, an estimated $77M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q4 2024 was Bank of America, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2024.