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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
FWM
251
Fonville Wealth Management
Virginia
$244K +$241K +8,387 New
D
252
Diversified
Delaware
$235K
DE
253
Diversified Enterprises
Delaware
$235K +$233K +8,102 New
WA
254
WBH Advisory
Maryland
$235K -$9.24K -322 -4%
CCG
255
Capital CS Group
California
$228K +$225K +7,840 New
QC
256
Quadrature Capital
United Kingdom
$227K -$88.6K -3,086 -28%
AWMNH
257
Arcadia Wealth Management (New Hampshire)
New Hampshire
$225K -$13.2M -459,933 -98%
APW
258
Austin Private Wealth
Texas
$225K -$50.7K -1,766 -19%
GT
259
Greenleaf Trust
Michigan
$209K -$23K -800 -10%
TNBTD
260
Trustmark National Bank Trust Department
Mississippi
$208K
RWP
261
RWA Wealth Partners
Massachusetts
$207K +$204K +7,109 New
PS
262
Principal Securities
Iowa
$205K +$89.7K +3,124 +79%
PWMG
263
Pioneer Wealth Management Group
Texas
$201K +$199K +6,916 New
AF
264
Allworth Financial
California
$200K -$140K -4,870 -41%
ACA
265
Aptus Capital Advisors
Alabama
$179K +$258 +9 +0.1%
EWA
266
EverSource Wealth Advisors
Alabama
$154K
TCG
267
Transcendent Capital Group
Oklahoma
$153K +$230 +8 +0.2%
YAL
268
Your Advocates Ltd
Texas
$139K
GM
269
GeoWealth Management
Illinois
$131K -$207K -7,200 -62%
CFD
270
Creative Financial Designs
Indiana
$118K -$74.4K -2,591 -39%
CA
271
CoreCap Advisors
Michigan
$116K +$11.6K +404 +11%
RA
272
Ransom Advisory
Rhode Island
$102K -$144K -5,000 -59%
PFG
273
Peterson Financial Group
Iowa
$98.2K +$97K +3,379 New
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
$98K +$90K +3,134 +1,306%
PA
275
Pineridge Advisors
Missouri
$85.3K +$258 +9 +0.3%

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.