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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
PP
351
PrairieView Partners
Minnesota
$1K
LIS
352
Legacy Investment Solutions
Idaho
$925 +$311 +11 +50%
LWMI
353
Legacy Wealth Management (Idaho)
Idaho
$925 +$311 +11 +50%
CAM
354
Creekmur Asset Management
Illinois
$920
CPG
355
Cornerstone Planning Group
New Jersey
$897
GA
356
GoalVest Advisory
New York
$892 +$905 +32 New
DWM
357
Darwin Wealth Management
Florida
$501
SIS
358
Sound Income Strategies
Florida
$264 -$6.5K -230 -96%
HHGA
359
Halbert Hargrove Global Advisors
California
$112 +$113 +4 New
KIM
360
Kestra Investment Management
Texas
$27 +$28 +1 New
Jane Street
361
Jane Street
New York
-$4.81M -165,602 Closed
MCC
362
Money Concepts Capital
Florida
-$4.23M -145,708 Closed
SFS
363
Sowell Financial Services
Arkansas
-$2.22M -76,276 Closed
AWA
364
Arete Wealth Advisors
Illinois
-$1.55M -53,236 Closed
BFA
365
Brown Financial Advisors
Ohio
-$1.22M -42,150 Closed
FG
366
Foster Group
Iowa
-$1.02M -35,114 Closed
PW
367
Paladin Wealth
Minnesota
-$995K -34,248 Closed
FEG
368
Financial Enhancement Group
Indiana
-$973K -33,570 Closed
WWA
369
WCG Wealth Advisors
Nevada
-$748K -25,748 Closed
TWP
370
Triad Wealth Partners
Kansas
-$461K -15,849 Closed
Prudential Financial
371
Prudential Financial
New Jersey
-$403K -13,875 Closed
SIM
372
Stratos Investment Management
Ohio
-$311K -10,691 Closed
LWM
373
LongView Wealth Management
Georgia
-$289K -9,956 Closed
MWM
374
Modern Wealth Management
Kansas
-$263K -9,057 Closed
FWM
375
Fonville Wealth Management
Virginia
-$244K -8,387 Closed

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.