State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
315 hedge funds and large institutions have $4.94B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 131 increasing their positions, 109 reducing their positions, and 35 closing their positions.
26% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 35
20% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 109
20% more capital invested
Capital invested by funds: $4.13B → $4.94B (+$813M)
1.83% more ownership
Funds ownership: 91.06% → 92.9% (+1.8%)
1% more funds holding
Funds holding: 312 → 315 (+3)
4% less funds holding in top 10
Funds holding in top 10: 27 → 26 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$577M |
| 2 |
LPL Financial
San Diego,
California
|
+$118M |
| 3 |
GI
GLOBALT Investments
Atlanta,
Georgia
|
+$42.3M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$35.5M |
| 5 |
AssetMark Inc
Concord,
California
|
+$35.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$58.4M |
| 2 |
Morgan Stanley
New York
|
-$33.6M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$29.6M |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$15.4M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$11.4M |
SPTI Hedge Fund Activity: Q1 2024 in Review
315 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q1 2024, worth a combined $4.94B — up 20% from $4.13B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new SPTI positions and 35 closed out — a net gain of 9 holders — while 131 added to existing stakes and 109 trimmed.
The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $577M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $58.4M.
- 315 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q1 2024, up from 312 in Q4 2023.
- Funds reported $4.94B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q1 2024, up 20% quarter-over-quarter.
- 44 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q1 2024 and 35 closed out, a net change of +9 holders.
- The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q1 2024 was Municipal Employees' Retirement System of Michigan, an estimated $577M added.
- The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $58.4M sold.
Based on aggregated 13F filings for Q1 2024.