We are live on ! Find out more
SPTI icon

State Street SPDR Portfolio Intermediate Term Treasury ETF

74 hedge funds and large institutions have $351M invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

6% more funds holding

Funds holding: 7074 (+4)

3% less capital invested

Capital invested by funds: $360M → $351M (-$9.4M)

7.15% less ownership

Funds ownership: 123.82%116.67% (-7.2%)

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.65%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.11%
New
13
Increased
23
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCF
26
West Coast Financial
California
$1.51M -$897K -30,778 -38%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.42M +$736K +25,258 +112%
AWA
28
Arete Wealth Advisors
Illinois
$1.39M +$482K +16,548 +55%
GTAM
29
Global Trust Asset Management
Florida
$1.3M +$1.27M +43,616 New
BCMIO
30
Beacon Capital Management Inc (Ohio)
Ohio
$1.28M +$708K +24,282 +129%
CIA
31
Capital Investment Advisors
Georgia
$1.11M -$21.3K -730 -2%
CRC
32
Curi RMB Capital
Illinois
$1.08M +$649K +22,270 +158%
CCA
33
Cobblestone Capital Advisors
New York
$1.07M
Comerica Bank
34
Comerica Bank
Texas
$932K +$99.6K +3,418 +12%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$922K -$8.28K -284 -0.9%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$867K +$6.53K +224 +0.8%
PAG
37
Private Advisor Group
New Jersey
$713K -$268K -9,200 -28%
LPL Financial
38
LPL Financial
California
$683K -$72.4K -2,484 -10%
AII
39
AGF Investments Inc
Ontario, Canada
$567K +$135K +4,644 +32%
Principal Financial Group
40
Principal Financial Group
Iowa
$562K +$550K +18,890 New
HighTower Advisors
41
HighTower Advisors
Illinois
$445K +$1.34K +46 +0.3%
HNB
42
Huntington National Bank
Ohio
$382K
GG
43
GenWealth Group
New Jersey
$350K
WS
44
Wedbush Securities
California
$327K +$320K +10,968 New
Morgan Stanley
45
Morgan Stanley
New York
$309K -$59.3K -2,034 -16%
MML Investors Services
46
MML Investors Services
Massachusetts
$309K +$991 +34 +0.3%
JWS
47
Juncture Wealth Strategies
Arizona
$300K -$163K -5,604 -36%
WP
48
WealthSource Partners
California
$298K +$6.24K +214 +2%
CFIA
49
Cantor Fitzgerald Investment Advisors
New York
$236K +$231K +7,920 New
BAM
50
Belpointe Asset Management
Nevada
$229K -$624K -21,408 -74%

SPTI Hedge Fund Activity: Q4 2018 in Review

74 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q4 2018, worth a combined $351M — down 2.6% from $360M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SPTI positions and 9 closed out — a net gain of 4 holders — while 23 added to existing stakes and 27 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $8.74M. The largest seller was Stadion Money Management, exiting entirely with an estimated $39.4M sold.

  • 74 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q4 2018, up from 70 in Q3 2018.
  • Funds reported $351M of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q4 2018, down 2.6% quarter-over-quarter.
  • 13 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q4 2018 and 9 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $8.74M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q4 2018 was Stadion Money Management, an estimated $39.4M sold.

Based on aggregated 13F filings for Q4 2018.