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State Street SPDR Portfolio Intermediate Term Treasury ETF

317 hedge funds and large institutions have $5.23B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more funds holding in top 10

Funds holding in top 10: 2631 (+5)

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

6% more capital invested

Capital invested by funds: $4.94B → $5.23B (+$286M)

1% more funds holding

Funds holding: 315317 (+2)

1% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 122

2.65% less ownership

Funds ownership: 92.9%90.25% (-2.6%)

Holders
317
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
4.58%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.45%
New
40
Increased
121
Reduced
122
Closed
35
Calls
$345K
Puts
Net Calls
+$345K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
301
1620 Investment Advisors
Massachusetts
$6.33K +$6.29K +226 New
AA
302
Ancora Advisors
Ohio
$4.17K
AAP
303
Arax Advisory Partners
Colorado
$3.87K
RWPA
304
Richard W. Paul & Associates
Michigan
$3.62K -$41.4K -1,490 -92%
FFA
305
Founders Financial Alliance
North Carolina
$3.17K
SAM
306
Smartleaf Asset Management
Massachusetts
$2.87K -$5.15K -185 -64%
RCM
307
Raleigh Capital Management
North Carolina
$2.51K -$353K -12,683 -99%
FHC
308
First Heartland Consultants
Missouri
$1.54K -$57.2K -2,057 -4%
PP
309
PrairieView Partners
Minnesota
$1K
CAM
310
Creekmur Asset Management
Illinois
$925
CPG
311
Cornerstone Planning Group
New Jersey
$909
BNP Paribas Financial Markets
312
BNP Paribas Financial Markets
France
$560 +$556 +20 New
PP
313
Pacifica Partners
Canada
$420
IAIM
314
International Assets Investment Management
Florida
$168 +$167 +6 New
RFG
315
RFP Financial Group
Georgia
$164
SIS
316
Sound Income Strategies
Florida
$125
RS
317
Rakuten Securities
Japan
$56 +$56 +2 New
KFS
318
Kelly Financial Services
Massachusetts
$2 -$138K -4,962 Closed
FFM
319
Forum Financial Management
Illinois
-$2.64M -93,803 Closed
APC
320
Aspire Private Capital
North Carolina
-$1.18M -41,796 Closed
BCI
321
Brinker Capital Investments
Pennsylvania
-$1.02M -36,245 Closed
OPS
322
Orion Portfolio Solutions
Nebraska
-$1.02M -36,245 Closed
MIS
323
Morningstar Investment Services
Illinois
-$864K -30,636 Closed
IGWM
324
ICA Group Wealth Management
Colorado
-$669K -23,743 Closed
ARC
325
Advisor Resource Council
Texas
-$674K -23,600 Closed

SPTI Hedge Fund Activity: Q2 2024 in Review

317 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q2 2024, worth a combined $5.23B — up 5.8% from $4.94B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SPTI positions and 35 closed out — a net gain of 5 holders — while 121 added to existing stakes and 122 trimmed.

The largest buyer was Bank of America, adding an estimated $64.5M. The largest seller was Envestnet Asset Management, cutting an estimated $36.5M.

  • 317 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q2 2024, up from 315 in Q1 2024.
  • Funds reported $5.23B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q2 2024, up 5.8% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q2 2024 and 35 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q2 2024 was Bank of America, an estimated $64.5M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $36.5M sold.

Based on aggregated 13F filings for Q2 2024.