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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
AGWCA
301
Annis Gardner Whiting Capital Advisors
Florida
$65.8K -$1.87K -66 -3%
LFG
302
Larson Financial Group
Missouri
$59.7K +$622 +22 +1%
TCG
303
Transcendent Capital Group
Oklahoma
$55.1K -$92.7K -3,279 -62%
CP
304
Castleview Partners
Texas
$50K +$4.21K +149 +9%
SWP
305
SIMA Wealth Partners
Virginia
$46.9K +$13.3K +471 +39%
CJ
306
Caitlin John
Michigan
$45.2K
TIM
307
Tortoise Investment Management
New York
$45K
RWPA
308
Richard W. Paul & Associates
Michigan
$43.3K -$650 -23 -1%
Fidelity Investments
309
Fidelity Investments
Massachusetts
$40.2K -$231K -8,178 -85%
CAS
310
Coppell Advisory Solutions
Texas
$39.6K
BTI
311
Blue Trust Inc
Georgia
$37.6K +$29.9K +1,058 +365%
SC
312
SouthState Corp
Florida
$34.6K +$35.1K +1,241 New
CFGS
313
Concourse Financial Group Securities
Alabama
$33.7K +$18.2K +644 +114%
MDA
314
Minot DeBlois Advisors
Massachusetts
$29.4K +$29.9K +1,056 New
PB
315
Pinnacle Bancorp
Nebraska
$27K
AA
316
Ancora Advisors
Ohio
$24K +$20.1K +711 +477%
Franklin Resources
317
Franklin Resources
California
$23K
DRP
318
Decker Retirement Planning
Utah
$21.2K +$21.5K +761 New
VHAM
319
Van Hulzen Asset Management
California
$20K +$20.3K +717 New
S
320
SignatureFD
Georgia
$19.8K
MCM
321
MAI Capital Management
Ohio
$19.1K +$19.3K +684 New
OWP
322
ORG Wealth Partners
Texas
$18.6K -$5.17K -183 -22%
US Bancorp
323
US Bancorp
Minnesota
$17K -$14.7K -519 -46%
KSWA
324
Kathleen S. Wright Associates
Pennsylvania
$16.4K
BTD
325
BankPlus Trust Department
Mississippi
$15.9K +$16.1K +569 New

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.