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State Street SPDR Portfolio Intermediate Term Treasury ETF

110 hedge funds and large institutions have $703M invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 26

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

40% more capital invested

Capital invested by funds: $503M → $703M (+$200M)

11.88% more ownership

Funds ownership: 53.85%65.73% (+12%)

10% more funds holding

Funds holding: 100110 (+10)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
2.17%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
24
Increased
45
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$5.71M +$2.15M +68,961 +60%
Jane Street
27
Jane Street
New York
$5.48M -$1.13M -36,193 -17%
AWM
28
AE Wealth Management
Kansas
$4.85M +$146K +4,699 +3%
SS
29
Simplicity Solutions
Minnesota
$4.55M +$65.4K +2,102 +1%
LWS
30
Lucia Wealth Services
California
$4.33M +$412K +13,253 +10%
RJA
31
Raymond James & Associates
Florida
$2.96M -$66.9K -2,150 -2%
NA
32
Nottingham Advisors
New York
$2.88M +$149K +4,796 +5%
FI
33
FormulaFolio Investments
Michigan
$2.88M +$2.89M +93,053 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$2.83M +$1.81M +58,074 +173%
LFPWM
35
Leicht Financial Planning & Wealth Management
New Jersey
$2.7M +$2.71M +87,162 New
MPW
36
MA Private Wealth
California
$2.69M +$2.7M +86,947 New
TAIM
37
TD Ameritrade Investment Management
Nebraska
$2M -$26.9K -865 -1%
MFT
38
Moisand Fitzgerald Tamayo
Florida
$1.95M +$33K +1,060 +2%
EIA
39
Eldridge Investment Advisors
New Hampshire
$1.73M +$1.74M +55,786 New
CIA
40
Capital Investment Advisors
Georgia
$1.67M +$1.68M +53,939 New
SCA
41
Snowden Capital Advisors
New York
$1.35M -$3.79K -122 -0.3%
NFP
42
Narus Financial Partners
Utah
$1.31M +$466K +14,969 +55%
Morgan Stanley
43
Morgan Stanley
New York
$1.29M -$141K -4,519 -10%
CA
44
Continuum Advisory
Idaho
$1.23M +$1.24M +39,712 New
WCF
45
West Coast Financial
California
$1.13M -$199K -6,406 -15%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.07M +$817K +26,261 +315%
AWA
47
Arete Wealth Advisors
Illinois
$1M -$157K -5,058 -14%
GTAM
48
Global Trust Asset Management
Florida
$987K +$26.4K +850 +3%
AG
49
Advisor Group
Arizona
$958K -$120K -3,872 -11%
CSIA
50
Charles Schwab Investment Advisory
California
$952K -$67.7K -2,177 -7%

SPTI Hedge Fund Activity: Q4 2019 in Review

110 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q4 2019, worth a combined $703M — up 40% from $503M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SPTI positions and 14 closed out — a net gain of 10 holders — while 45 added to existing stakes and 26 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $110M. The largest seller was Financial Enhancement Group, cutting an estimated $17.4M.

  • 110 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q4 2019, up from 100 in Q3 2019.
  • Funds reported $703M of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q4 2019, up 40% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q4 2019 and 14 closed out, a net change of +10 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q4 2019 was Municipal Employees' Retirement System of Michigan, an estimated $110M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q4 2019 was Financial Enhancement Group, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2019.