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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
CAM
251
Clark Asset Management
New Hampshire
$321K +$41.6K +1,471 +15%
CIA
252
Capital Investment Advisors
Georgia
$320K -$23K -815 -7%
CCA
253
Cobblestone Capital Advisors
New York
$313K +$317K +11,225 New
CA
254
Continuum Advisory
Idaho
$312K -$79K -2,794 -20%
SW
255
Simplicity Wealth
New Jersey
$304K -$612K -21,664 -67%
CNBOF
256
City National Bank of Florida
Florida
$304K +$308K +10,886 New
AWM
257
AE Wealth Management
Kansas
$302K -$15.2K -536 -5%
EAM
258
Empirical Asset Management
Massachusetts
$290K -$14K -495 -1%
RIA
259
Realta Investment Advisors
Delaware
$283K +$287K +10,160 New
BF
260
Brooklyn FI
New York
$277K +$18.6K +659 +7%
TNBTD
261
Trustmark National Bank Trust Department
Mississippi
$277K +$78.5K +2,777 +39%
ASN
262
Advisory Services Network
Georgia
$276K -$2.12M -74,953 -88%
ACM
263
AlphaStar Capital Management
North Carolina
$271K +$12.7K +448 +5%
GWM
264
Geneos Wealth Management
Colorado
$270K +$31.5K +1,114 +13%
BF
265
Brucke Financial
Indiana
$267K +$269K +9,527 New
ML
266
McAdam LLC
Pennsylvania
$264K -$31.2K -1,103 -10%
ACP
267
Aveo Capital Partners
Colorado
$264K +$19.8K +700 +8%
RWB
268
RMR Wealth Builders
New Jersey
$254K +$258K +9,126 New
DE
269
Diversified Enterprises
Delaware
$249K +$23.5K +831 +10%
TVAMP
270
Tennessee Valley Asset Management Partners
Tennessee
$242K +$246K +8,692 New
SWM
271
Seaside Wealth Management
California
$242K -$1.24K -44 -0.5%
IPWA
272
International Private Wealth Advisors
California
$241K
SA
273
Sovran Advisors
California
$239K +$244K +8,631 New
EWA
274
EverSource Wealth Advisors
Alabama
$234K +$88.3K +3,123 +59%
CCG
275
Capital CS Group
California
$233K +$15.1K +535 +7%

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.