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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
HCP
326
Hexagon Capital Partners
Arkansas
$12.7K +$1.58K +56 +14%
HIA
327
Harbor Investment Advisory
Maryland
$10.9K
CFD
328
Creative Financial Designs
Indiana
$10.6K -$104K -3,692 -91%
DFA
329
DHJJ Financial Advisors
Illinois
$9.59K
BIM
330
Breakwater Investment Management
Washington
$9.34K +$9.47K +335 New
JHCP
331
Jackson Hole Capital Partners
Oklahoma
$8.7K
HI
332
Harbour Investments
Wisconsin
$7.92K -$85 -3 -1%
AWM
333
Avior Wealth Management
Nebraska
$7.61K
WT
334
Washington Trust
Rhode Island
$6.97K
1IA
335
1620 Investment Advisors
Massachusetts
$6.3K
CPA
336
Compass Planning Associates
Massachusetts
$5.95K +$6.02K +213 New
AAP
337
Arax Advisory Partners
Colorado
$5.8K +$1.98K +70 +51%
BOJHT
338
Bank of Jackson Hole Trust
Wyoming
$5.55K +$5.63K +199 New
T
339
Transce3nd
Texas
$5.33K +$5.4K +191 New
GEA
340
Glen Eagle Advisors
New Jersey
$4.01K -$5.65K -200 -58%
SAM
341
Synergy Asset Management
Washington
$3.57K +$3.48K +123 New
FFA
342
Founders Financial Alliance
North Carolina
$3.15K
NMG
343
New Millennium Group
Utah
$2.84K +$2.88K +102 New
RCM
344
Raleigh Capital Management
North Carolina
$2.55K +$57 +2 +2%
EB
345
Eastern Bank
Massachusetts
$2.51K
MCM
346
Mainstream Capital Management
California
$2.51K +$2.54K +90 New
Q1WB
347
Quest 10 Wealth Builders
Virginia
$2.26K +$2.29K +81 New
Simplex Trading
348
Simplex Trading
Illinois
$2K +$2.57K +91 New
MMCM
349
Murphy & Mullick Capital Management
New York
$1.9K +$1.92K +68 New
PSFG
350
Park Square Financial Group
Georgia
$1.7K +$1.72K +61 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.