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State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

127 hedge funds and large institutions have $1.13B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 15

86% more funds holding in top 10

Funds holding in top 10: 7 → 13 (+6)

60% more capital invested

Capital invested by funds: $703M → $1.13B (+$425M)

15% more funds holding

Funds holding: 110 → 127 (+17)

11% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 35

10.54% more ownership

Funds ownership: 65.73% → 76.27% (+11%)

Holders
127
Holders Change
+17
Holders Change %
+15.45%
% of All Funds
2.8%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.29%
New
35
Increased
39
Reduced
35
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$329M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$51.3M
3
State Street
State Street
Massachusetts
+$42.5M
4
Bank of America
Bank of America
North Carolina
+$37.6M
5
SMM
Stadion Money Management
Georgia
+$34.1M

Top Sellers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$226M
2
SI
Stephens Inc
Arkansas
-$27.6M
3
SGAM
Stephens Group Asset Management
Arkansas
-$26M
4
Stifel Financial
Stifel Financial
Missouri
-$17.9M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$8.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
26
Global Retirement Partners
California
$9.34M +$2.99M +93,854 +50%
LPT
27
Legacy Private Trust
Wisconsin
$8.69M -$454K -14,262 -5%
SFM
28
Signet Financial Management
New Jersey
$7.85M +$1.59M +49,858 +27%
I
29
IberiaBank
Louisiana
$6.87M -$558K -17,545 -8%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$6.86M +$720K +22,634 +12%
Citadel Advisors
31
Citadel Advisors
Florida
$6.39M +$6.14M +192,742 New
LFAS
32
Level Four Advisory Services
Texas
$5.99M +$5.55M +174,202 +2,498%
LWS
33
Lucia Wealth Services
California
$4.8M +$155K +4,881 +3%
MIAN
34
Mariner Independent Advisor Network
Kansas
$4.72M +$4.53M +142,438 New
CA
35
Continuum Advisory
Idaho
$4.55M +$3.11M +97,818 +246%
Renaissance Technologies
36
Renaissance Technologies
New York
$3.52M +$3.38M +106,300 New
MPW
37
MA Private Wealth
California
$3.44M +$535K +16,813 +19%
SI
38
Stephens Inc
Arkansas
$2.98M -$27.6M -868,397 -91%
PAG
39
Private Advisor Group
New Jersey
$2.8M +$1.95M +61,326 +263%
PG
40
Prostatis Group
Maryland
$2.79M +$2.68M +84,113 New
EIA
41
Eldridge Investment Advisors
New Hampshire
$2.72M +$842K +26,456 +47%
NA
42
Nottingham Advisors
New York
$2.69M -$378K -11,882 -13%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$2.38M +$2.09M +65,616 +1,038%
Osaic Holdings
44
Osaic Holdings
Arizona
$2.34M +$2.25M +70,664 New
FHA
45
Flagship Harbor Advisors
Massachusetts
$2.21M +$2.13M +66,766 New
OPS
46
Orion Portfolio Solutions
Nebraska
$2M +$1.92M +60,221 +28,677%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.88M -$1.11M -34,887 -38%
TAIM
48
TD Ameritrade Investment Management
Nebraska
$1.88M -$258K -8,106 -13%
CIA
49
Capital Investment Advisors
Georgia
$1.76M -$28.9K -908 -2%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$1.68M – – –
1
2
3 4 5

SPTI Hedge Fund Activity: Q1 2020 in Review

127 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q1 2020, worth a combined $1.13B — up 60% from $703M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SPTI positions and 15 closed out — a net gain of 20 holders — while 39 added to existing stakes and 35 trimmed.

The largest buyer was FormulaFolio Investments, adding an estimated $329M. The largest seller was Municipal Employees' Retirement System of Michigan, exiting entirely with an estimated $226M sold.

  • 127 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q1 2020, up from 110 in Q4 2019.
  • Funds reported $1.13B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q1 2020, up 60% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q1 2020 and 15 closed out, a net change of +20 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q1 2020 was FormulaFolio Investments, an estimated $329M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q1 2020 was Municipal Employees' Retirement System of Michigan, an estimated $226M sold.

Based on aggregated 13F filings for Q1 2020.