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State Street SPDR Portfolio Intermediate Term Treasury ETF

236 hedge funds and large institutions have $3.31B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 79 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 19

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

20% more funds holding

Funds holding: 197236 (+39)

1% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 80

9% less capital invested

Capital invested by funds: $3.63B → $3.31B (-$318M)

10.32% less ownership

Funds ownership: 92.57%82.25% (-10%)

Holders
236
Holders Change
+39
Holders Change %
+19.8%
% of All Funds
3.98%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.35%
New
58
Increased
79
Reduced
80
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
26
CX Institutional
Indiana
$18.6M -$6.58M -222,764 -26%
SMM
27
Stadion Money Management
Georgia
$17.4M -$697K -23,595 -4%
CWM
28
Comprehensive Wealth Management
Washington
$16.1M +$5.9M +199,705 +58%
LFAS
29
Level Four Advisory Services
Texas
$15.2M +$9.28M +314,143 +156%
Truist Financial
30
Truist Financial
North Carolina
$14.8M +$2.36M +79,977 +19%
PAS
31
Park Avenue Securities
New York
$14.2M +$123K +4,164 +0.9%
PAG
32
Private Advisor Group
New Jersey
$13.8M +$4.85M +164,205 +54%
SRSA
33
S.R. Schill & Associates
Washington
$13.5M -$920K -31,167 -6%
OBWP
34
O'Brien Wealth Partners
Massachusetts
$13.3M +$84K +2,846 +0.6%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$12.7M -$2.23M -75,364 -15%
SFM
36
Signet Financial Management
New Jersey
$11.4M -$1.27M -42,970 -10%
BWM
37
Boyd Wealth Management
California
$11.4M -$3.42M -115,770 -23%
SFP
38
Strategic Financial Partners
Oregon
$11.3M +$5.56M +188,403 +96%
MG
39
Mather Group
Illinois
$9.36M +$7.75M +262,385 +477%
BCM
40
Brookstone Capital Management
Illinois
$8.77M +$3.1M +105,088 +54%
AMR
41
Asset Management Resources
Massachusetts
$8.12M -$664K -22,488 -8%
AssetMark Inc
42
AssetMark Inc
California
$7.33M +$7.34M +248,464 +118,316%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$7.17M -$179K -6,069 -2%
ARC
44
Advisor Resource Council
Texas
$7M +$5.11M +172,935 +268%
MFT
45
Moisand Fitzgerald Tamayo
Florida
$6.98M +$5.39M +182,444 +336%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$6.59M +$258K +8,753 +4%
CPP
47
Capasso Planning Partners
South Carolina
$6.45M -$427K -14,450 -6%
MIAN
48
Mariner Independent Advisor Network
Kansas
$6.37M +$1.15M +38,903 +22%
Wells Fargo
49
Wells Fargo
California
$6.25M +$965K +32,676 +18%
SWM
50
Seaside Wealth Management
California
$6.07M +$5.98M +202,584 New

SPTI Hedge Fund Activity: Q2 2022 in Review

236 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q2 2022, worth a combined $3.31B — down 8.8% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPTI positions and 19 closed out — a net gain of 39 holders — while 79 added to existing stakes and 80 trimmed.

The largest buyer was Congress Wealth Management, opening a new position worth an estimated $81.3M. The largest seller was Jane Street, cutting an estimated $280M.

  • 236 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q2 2022, up from 197 in Q1 2022.
  • Funds reported $3.31B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q2 2022, down 8.8% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q2 2022 and 19 closed out, a net change of +39 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q2 2022 was Congress Wealth Management, an estimated $81.3M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q2 2022 was Jane Street, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2022.