State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
247 hedge funds and large institutions have $4.5B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 35 closing their positions.
40% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 35
33% more capital invested
Capital invested by funds: $3.37B → $4.5B (+$1.12B)
5% more funds holding in top 10
Funds holding in top 10: 20 → 21 (+1)
4% more funds holding
Funds holding: 238 → 247 (+9)
3% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 90
2.31% less ownership
Funds ownership: 90.85% → 88.54% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$38.8M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$34.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$33.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20.9M |
| 5 |
State Street
Boston,
Massachusetts
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$200M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$126M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$25.7M |
| 4 |
Morgan Stanley
New York
|
-$24.5M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$21.2M |
SPTI Hedge Fund Activity: Q4 2022 in Review
247 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q4 2022, worth a combined $4.5B — up 33% from $3.37B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new SPTI positions and 35 closed out — a net gain of 14 holders — while 87 added to existing stakes and 90 trimmed.
The largest buyer was Congress Wealth Management, adding an estimated $38.8M. The largest seller was Jane Street, cutting an estimated $200M.
- 247 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q4 2022, up from 238 in Q3 2022.
- Funds reported $4.5B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q4 2022, up 33% quarter-over-quarter.
- 49 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q4 2022 and 35 closed out, a net change of +14 holders.
- The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q4 2022 was Congress Wealth Management, an estimated $38.8M added.
- The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q4 2022 was Jane Street, an estimated $200M sold.
Based on aggregated 13F filings for Q4 2022.