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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
AF
326
Apollon Financial
South Carolina
-$663K -23,545 Closed
TWM
327
TSA Wealth Management
Texas
-$601K -21,318 Closed
Susquehanna International Group
328
Susquehanna International Group
Pennsylvania
-$460K -16,319 Closed
EFG
329
Ehrlich Financial Group
California
-$458K -16,247 Closed
Citadel Advisors
330
Citadel Advisors
Florida
-$427K -15,359 Closed
PWG
331
Private Wealth Group
Florida
-$412K -14,614 Closed
WCFA
332
Walkner Condon Financial Advisors
Wisconsin
-$371K -13,182 Closed
BBHC
333
Brown Brothers Harriman & Co
New York
-$356K -12,642 Closed
Qube Research & Technologies (QRT)
334
Qube Research & Technologies (QRT)
United Kingdom
-$349K -12,377 Closed
CW
335
CreativeOne Wealth
Kansas
-$260K -9,228 Closed
SLC
336
Second Line Capital
Louisiana
-$215K -7,645 Closed
PWMG
337
Pinnacle Wealth Management Group
Michigan
-$211K -7,490 Closed
BF
338
Brooklyn FI
New York
-$202K -7,184 Closed
VWM
339
Venturi Wealth Management
Texas
-$97.8K -3,470 Closed
GFPC
340
Global Financial Private Client
Florida
-$62.4K -2,235 Closed
VAG
341
VisionPoint Advisory Group
Texas
-$31.6K -1,120 Closed
NB
342
NBT Bank
New York
-$27.8K -985 Closed
CWM
343
CarsonAllaria Wealth Management
Illinois
-$10.8K -384 Closed
OC
344
Oakworth Capital
Alabama
-$10.7K -380 Closed
SMA
345
Sage Mountain Advisors
Georgia
-$7.89K -280 Closed
HB
346
Horizon Bancorp
Indiana
-$5K -194 Closed
HDIM
347
Hanson & Doremus Investment Management
Vermont
-$5K -168 Closed
WPWM
348
Western Pacific Wealth Management
Illinois
-$2.71K -96 Closed
GWSA
349
Global Wealth Strategies & Associates
Colorado
-$1.52K -54 Closed
RFG
350
REAP Financial Group
Texas
-$1.3K -46 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.